Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-30 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 01/2015 | 11/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2022 | 04/2024 |
| Sirius Dog Services | West Chester | PA | 04/2024 | Present |
| Bierhaul Bar And Restaurant | West Chester | PA | 01/2025 | 03/2025 |
| New York Life Insurance Company | Wayne | PA | 03/2025 | 01/2026 |
| Nylife Securities Llc | Wayne | PA | 02/2025 | 01/2026 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2026 | Present |
| Massmutual Life Insurance Co | Newtown Square | PA | 03/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 11/2022 | 04/2024 |
| Lincoln Financial Securities Corporation | Radnor | PA | 08/2017 | 11/2022 |
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 01/2015 | 11/2022 |
1)NAME: SIRIUS DOG SERVICES INV REL: N ADD: 123 N BRADFORD AVE WEST CHESTER PA 19382 NATURE: PET/DOG SERVICE BUSINESS POSITION: PART OWNER, PET SITTER, DOG WALKER START DATE: 4/10/2024 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER RESPONSIBILITIES, PET SITTER, AND DOG WALKING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-08 |
Reach out to this advisor