Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 04/2015 | 10/2025 |
| Bank Of America, N.A. | Yardley | PA | 05/2015 | 10/2025 |
| Wells Fargo Clearing Services, Llc. | Yardley | PA | 10/2025 | Present |
I*81399: : VOORHEES PROPINV RLTD:VOORHEES, NEW JERSEY 08043: OTHER,SELF OWNEDPOSITION, TITLE, ASSOCIATION: OWNER, : 5/1/2007: 1 HOUR(S) TRADING HRS 0: ROUTINE MANAGEMENT OF PROPI: Moyamensing RentalINV RLTD;PHiladelphia, Pennsylvania : 5/1/2012: 1 hour(s) during Biz Hrs| Chadwick RentalINV RLTD: :Philadelphia, Pennsylvania 19145: ,Position, title, association: , : 3/31/2016: 3 hour(s) during Biz Hrs: 0Duties: RENTAL PROP SARTAININV RLTD: :PHILADELPHIA, PENNSYLVANIA : OTHER,RENTAL PROPPOSITION, TITLE, ASSOCIATION: OWNER, : 8/16/2016: 3 HOUR(S) ANNUALLY DURING BIZ HRS: 0DUTIES: RENTAL PROP IN THE CITY OF PHILADELPHIA. I AM THE JOINT-OWNER OF THIS PROP; Tasker RentalINV RLTD: : Philadelphia, Pennsylvania 19145: Other, jointly owned; 12/1/2017: 1 hour(s) Trading hrs: 0Duties: Co-owner of a rental PROP.Avis VEN, INV RLTD: N, : Newtown, Pennsylvania, 18940, : Limited Liability Company, Position, title, association: Other, : 3/1/2018, : 2 hour(s) Monthly, during Biz Hrs: 0, Duties: Rental PROP: MedellinINV RLTD: NoPosition, St Dt: 08/05/2024;No of Hrs: 1 HR PA, 0; Medellin 055417 INV RLTD;Owner; St Dt: 10/01/2025 No Hours: 1 Yearly No Hours BIZ : 0 Duties: RENTAL PROP - HERMITAGE; INV RLTD; VOORHEES, NJ; RENTAL;100% ; ST DT: 02/01/2007; 1 HRS PM; 0 HRS BIZ ;| RENTAL PROP - MOYAMENSING; INV RLTD; PHILADELPHIA,PA; RENTAL;100% ; ST DT: 06/01/2012; 1 HRS PM; 0 HRS BIZ ; RENTAL PROP - SARTAIN; INV RLT; PHILADELPHIA,PA; RENTAL;50% ;ST DT: 10/01/2016; 1 HRS PM; 1 HRS BIZ ; RENTAL PROP - CHADWICK; INV RLT; PHILADELPHIA,PA; RENTAL;50% ; ST DT: 04/01/2016; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP - TASKER; INV RLT; PHILADELPHIA,PA; RENTAL;50% ; ST DT: 12/01/2016; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP - TREE; INV RLT; PHILADELPHIA,PA; RENTAL;50% ; ST DT: 02/01/2019; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP - FERRY,PORTER; INV RLT; EASTON,PA; RENTAL;50% ; ST DT: 04/01/2021,02/07/2025; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP; INV RLT; EASTON,PA; RENTAL;50% ; ST DT: 09/01/2022; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP- MEDELLIN; INV RLT; MEDELLIN,PA; RENTAL;100% ; ST DT: 08/01/2024; 1 HRS PM; 1 HRS BIZ ;| RENTAL PROP- CARRERA; INV RLT; MEDELLIN,PA; RENTAL;100% ; ST DT:10/01/2025; 1 HRS PM; 1 HRS BIZ ;| AVIS VEN 934 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 02/01/2019; 1 HRS PM; 0 HRS BIZ ; | AVIS VEN 1146 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 04/15/2021; 1 HRS PM; 1 HRS BIZ ; | AVIS VEN 35 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 09/01/2022; 1 HRS PM; 1 HRS BIZ ; | AVIS VEN LLC; INV RELATED; NEWTON,PA; REAL EST;50%; ST DT: 03/01/2017; 1 HRS PM; 1 HRS BIZ ; | RENTAL PROP-BEULAH ; INV RLTD; PHILADELPHIA,PA; RENT;50%; ST DT: 03/01/2017; 1 HRS PM; 1 HRS BIZ; RENTAL PROP-BELGRADE ; INV RLTD; PHILADELPHIA,PA; RENT;50%; ST DT: 08/01/2018; 1 HRS PM; 1 HRS BIZ; AVIS VEN 1617 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 03/22/2017; 1 HRS PM; 0 HRS BIZ ; AVIS VEN 2955 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 08/13/2018; 1 HRS PM; 0 HRS BIZ ; AVIS VEN 722 LLC; INV RLT; NEWTON,PA; REAL EST;50% ; ST DT: 02/07/2025; 1 HRS PM; 0 HRS BIZ ; RENTAL PROPERTY - 129; INV RELATED;HELLERTOWN,PA; RENTAL;50% OWNERSHIP; START DATE: 07/05/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; AVIS VENTURES 129 LLC; INV RELATED;NEWTOWN,PA; OWN AND OPERATE RENTAL PROPERTY;50% OWNERSHIP; START DATE: 06/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
Reach out to this advisor