Best Investors
Account
Sign in
Best Investors
Account
Sign in
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-26 |
Branch Locations
330 East Park Drive, Harrisburg, PA 17111 • United States
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust, N.A. | Harrisburg | PA | 12/2008 | 08/2019 |
| M & T Securities, Inc. | Buffalo | NY | 11/2009 | 08/2019 |
| Summit Trail Advisors, Llc | Harrisburg | PA | 08/2019 | Present |
| Summit Trail Securities, Llc | Harrisburg | PA | 01/2021 | Present |
1. Rental Property, Investment-related, 519 Shaw St, Mechanicsburg, PA, 17050, Residential Rental Property, Owner (position: non investment-related), 10/20/2016, <1 hr/mo., 0 hrs/mo. during securities trading hours, landlord. 2. Summit Trail Advisors, LLC, investment-related, 140 E. 45th St., New York, NY 10017, RIA, Investment Advisory, Advisor (position: non investment-related), 08/23/2019, 40 hrs/mo., 40 hrs/mo during securities trading hours, investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-21 |
Reach out to this advisor