Best Investors
Account
Sign in
Best Investors
Account
Sign in
3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-31 |
| PA | RA | APPROVED | 2024-01-17 |
Branch Locations
3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co. | Oaks | PA | 04/2008 | 09/2022 |
| Sei Investments Management Corp | Oaks | PA | 03/2007 | 09/2022 |
| Lpl Financial Llc | Center Valley | PA | 09/2022 | 01/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2022 | 01/2024 |
| Brightside Wealth Planning, Llc | Center Valley | PA | 01/2024 | Present |
| Brightside Wealth Planning, Llc | Center Valley | PA | 08/2023 | Present |
Fundraising Coordinator for St Thomas More Soccer Club; Not Investment Related; Allentown, PA; Role is Fundraising Coordinator for a non profit soccer club; start date: 1/13/2025; 2-4 hours per month; 0 hours devoted during securities trading hours; duties include organizing and managing club fundraisers to raise money for the soccer club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-12 |
Reach out to this advisor