Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-24 |
| CA | RA | APPROVED | 2021-09-23 |
| NY | RA | APPROVED | 2021-09-23 |
| PA | RA | APPROVED | 2021-09-23 |
| TX | RA | APPROVED | 2021-09-23 |
Branch Locations
1767 Sentry Parkway West Suite 110, Blue Bell, PA 19422-2202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | New York | NY | 05/2021 | 09/2021 |
| New York Life | New York | NY | 09/2019 | 05/2021 |
| Accenture | New York | NY | 09/2016 | 09/2019 |
| Cornell Johnson Business School | Ithaca | NY | 07/2014 | 09/2016 |
| Janney Montgomery Scott Llc | New York | NY | 09/2021 | Present |
The Footer Family Foundation, Penllyn, PA; Nature: Charitable Foundation; Not Investment Related; Title/Position: Board Member, Vice President; Duties: Determine organizations to provide annual charitable donations; Devotes 1 hr/mo.; Not compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-23 |
Reach out to this advisor