Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 08/2005 | 01/2024 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | Present |
| Capital Analysts | Fort Washington | PA | 01/2024 | Present |
CARE PRIVATE WEALTH POSITION: Managing Partner - Wealth AdvisorWe are an independent team practice within Lincoln Investment. NATURE: Wealth Management and Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 03/27/2024 ADDRESS: 275 Grove St, Suite 2-4120 MA 02466, United States DESCRIPTION: I am one of three managing partners and the only one serving clients. CAMEROON ONE AKA ONETRACK INTERNATIONAL POSITION: Treasurer, Founder, Board Member NATURE: Non-Profit 501c3 - Alternative Orphan Care System INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2010 ADDRESS: 217 Bonham Road, Dedham MA 02026, United States DESCRIPTION: I sit on the board as a founding member, I do not provide investment advise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
Reach out to this advisor