Best Investors
Account
Sign in
Best Investors
Account
Sign in
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc | Rockville | MD | 11/2003 | 03/2021 |
| Business-Artisan Movers | Huntingdon Valley | PA | 04/2018 | 09/2018 |
| Valley Financial Group | Huntingdon Valley | PA | 09/2003 | 06/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | Present |
| Main Street Financial Solutions, Llc | Newtown | PA | 06/2026 | Present |
Tax Preparation Mr. Licciardello works part-time as a certified tax preparer, providing tax preparation services to clients through a separate practice located at 104 Pheasant Run, Suite 103, Newtown, PA 18940. He has been engaged in this activity since April 2018 and devotes approximately 3 hours per month to it, including up to 2 hours during normal trading hours. This activity is considered investment-related due to its potential overlap with financial planning services. Insurance Sales – PKS Financial Services, Inc. Mr. Licciardello is expected to become a licensed insurance agent with PKS Financial Services, Inc., located at 410 Easton Road, Willow Grove, Pennsylvania, beginning approximately June 2026. In that capacity, he will sell life insurance products. He anticipates spending approximately 3 hours per month on this activity, including up to 2 hours during normal trading hours. This activity is considered investment-related. PKS Financial Services, Inc. is an affiliate of his broker-dealer. Main Street Financial Solutions-at registered branch address. RIA. Advisor. Investment related. start 6/15/26. Comprehensive wealth management. 140 hours/120 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-06 |
Reach out to this advisor