Best Investors
Account
Sign in
690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-14 |
Branch Locations
Glen Allen, VA • United States
690 Lee Road, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 10/2011 | 04/2018 |
| Oppenheimerfunds Distributors | New York | NY | 04/2018 | 05/2019 |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 06/2024 |
| American Century Investment Services, Inc. | Kansas City | MO | 07/2024 | 10/2025 |
| Hartford Funds Distributors, Llc | Wayne | PA | 10/2025 | Present |
| Hartford Funds Management Company, Llc | Wayne | PA | 10/2025 | Present |
Effective 3/1/21: Joint owner of Machine Realty, LLC: Hampton, VA rental property, non-investment related, 0 hrs devoted to the business, no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-15 |
Reach out to this advisor