Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-31 |
Branch Locations
301 Lindenwood Drive, Suite 130, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wsfs | Wayne | PA | 02/2019 | 09/2021 |
| Univest | Souderton | PA | 08/2016 | 02/2019 |
| National Penn | Berwyn | PA | 02/2014 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 05/2022 |
| Northwestern Mutual Investment Services Llc | West Chester | PA | 10/2021 | 05/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 05/2022 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2022 | 01/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 06/2022 | 01/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 11/2023 |
| Infinex Institutions, Inc. | Meriden | CT | 11/2023 | Present |
| Mid Penn Bank | Malvern | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-27 |
Reach out to this advisor