Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-31 |
| DE | RA | APPROVED | 2022-01-03 |
| PA | RA | APPROVED | 2017-02-10 |
Branch Locations
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/2009 | 02/2017 |
| Bank Of America, Na | New York | NY | 11/2009 | 02/2017 |
| Janney Montgomery Scott Llc | West Chester | PA | 02/2017 | 01/2022 |
| Janney Montgomery Scott Llc | Greenville | DE | 01/2022 | Present |
West Chester Area Education Foundation; Investment related; 782 Springdale Dr., Exton, PA 19341; Start date: 06/16/2021; Board of Directors; Educational Opportunities to West Chester PA School District; 1 hr month/0hr trading day; Collaborate with other board members to provide educational opportunities;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-20 |
Reach out to this advisor