Best Investors
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Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
| NJ | RA | APPROVED | 2020-07-14 |
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
10 Lake Center Executive Park 401 Route 73 North, Suite 201, Marlton, NJ 08053 • United States
Ephrata, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Securities | Newtown Square | PA | 12/2008 | Present |
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Newtown Square | PA | 03/2016 | Present |
1) NAME: BOY SCOUTS OF AMERICA INV REL: N ADD: 68 N CHURCH ST. EPHRATA PA 17522 NATURE: YOUTH ORGANIZATION POSITION: CUBMASTER AND COMMITTEE START DATE: 9/30/2024 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: AS THE CUBMASTER I WILL ORGANIZE MEETINGS ON A WEEKLY BASIS AND ENSURE THE YOUTH ARE ON TRACK FOR ADVANCING IN THEIR RANK. OVERSEE OTHER LEADERS. ORGANIZE EVENTS, RECRUIT NEW MEMBERS, ETC. FACE OF THE PACK. EPHRATA, PA PACK 73 2) NAME: CREATIVE PREMIER AGENCY, LLC INV REL: Y ADD: 16 CAMPUS BLVD NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: COMPLIANCE/SUPERVISION START DATE: 09/30/2024 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: LIFE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-30 |
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