Best Investors
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Best Investors
Account
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125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-30 |
Branch Locations
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-25 |
Branch Locations
Los Angeles, CA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-25 |
| PA | RA | APPROVED | 2024-01-25 |
Branch Locations
Los Angeles, CA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-25 |
Branch Locations
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Distributors, Llc | Pasadena | CA | 01/2019 | 10/2023 |
| Western Asset Management | Pasadena | CA | 01/2019 | 10/2023 |
| Jpmorgan Asset Management | London | 03/2006 | 10/2018 | |
| Federated Securities Corp. | Pittsburgh | PA | 01/2024 | Present |
| Federated Hermes, Inc. | Pittsburgh | PA | 01/2024 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 01/2024 | Present |
| Federated Global Investment Management Corp. | New York | NY | 01/2024 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-01 |
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