Best Investors
Account
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Best Investors
Account
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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-09 |
| VA | RA | APPROVED | 2025-06-24 |
| FL | RA | APPROVED | 2025-06-23 |
| GA | RA | APPROVED | 2025-06-23 |
| NC | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
701 Green Valley Rd Suite 308, Greensboro, NC 27408 • United States
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
701 Green Valley Road Suite 308, Greensboro, NC 27408 • United States
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
701 Green Valley Road Suite 308, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greensboro | NC | 04/2010 | 04/2023 |
| Marsh Mclennan Agency | Greensboro | NC | 01/2021 | Present |
| Mma Securities Llc | Greensboro | NC | 04/2023 | Present |
1. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA Agency (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework. 2. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
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