Best Investors
Account
Sign in
Best Investors
Account
Sign in
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-11-11 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Pittsburgh | PA | 09/2011 | Present |
1) BEN GREENFELD AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017; SERVING AS CO-TRUSTEE; STARTED 06/2020; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS CO-TRUSTEE W/ CLIENT ON TRUSTS FOR THEIR BENEFIT. 2) INSURANCE AGENT; INVESTMENT RELATED, 44 ABELE RD, SUITE 400, BRIDGEVILLE, PA 15017; STARTED 09/2019; APPROXIMATELY 1-2 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-11 |
Reach out to this advisor