Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-07 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
11 E. Chocolate Avenue Suite 201, Hershey, PA 17033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Harrisburg | PA | 07/2007 | 04/2017 |
| Triad Advisors, Inc. | Norcross | GA | 04/2017 | 08/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 08/2024 | 02/2025 |
| Osaic Advisory Services | Atlanta | GA | 04/2017 | 01/2025 |
| Merit Financial Advisors | Hershey | PA | 02/2025 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 02/2025 | Present |
1.) Merit Financial Advisors. Investment Related. At the registered Location. RIA. IAR. 2/2025. 160. 160. Admin. 2.) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-08 |
Reach out to this advisor