Best Investors
Account
Sign in
Best Investors
Account
Sign in
3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-25 |
| DE | RA | APPROVED | 2024-08-05 |
| PA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
West Chester, PA • United States
3705 Concord Pike, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified, Llc | Wilmington | DE | 04/2010 | 06/2024 |
| Securities Service Network | Wilmington | DE | 02/2013 | 07/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 10/2022 |
| Purshe Kaplan Sterling Financial | Albany | NY | 07/2020 | 10/2022 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wilmington | DE | 06/2024 | Present |
1) Helmick & Co. Investment related. 1717 Arch St. #3940 Philadelphia, PA 1903. Insurance Broker. Sole proprietor. 1/2013. 2 hrs/mnth. 0 hrs/trading hrs. Helmick and Co. is an insurance broker that we utilize to help our client's acquire necessary insurance. 2) Diversified Insurance, LLC. - Investment related; 2 Tilden Circle, West Chester, PA 19382; Insurance Brokerage; Partner; 1/1/2021; 2hrs/mo; none during trading hours; Duties are being a part of the board of directors. 3) Diversified Penn, LLC - not investment related; 480 Swedesford Rd. #120, Wayne PA 19087; Operates under Diversified, LLC and used for accounting purposes only; Partner; 1/1/2021; 40 hr/mo; during trading hours; Duties are presidential duties and mentoring. 4) Diversified Tax; Not Investment Related; 480 E Swedesford Road. #120, Wayne PA 19087; Tax Services firm; Owner; Start 11/26/2021; 4 hours per month; 4 hours during trading hours; Management duties- I am responsible for growing the business/making business decisions. I do not draw a salary but would participate in profits of the business. 5) Diversified Real Estate LLC; Non Investment Related; 3705 Concord Pike Wilmington, DE 19803; Commercial Building Ownership; Owner; Start: 2/2022; 30 minutes/Month; 30 minutes/Month during trading hours; Triple net lease for Diversified maintaining building
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-29 |
Reach out to this advisor