Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-09 |
| NJ | RA | APPROVED | 2022-11-15 |
| PA | RA | APPROVED | 2022-11-14 |
Branch Locations
464 Second Street Pike Mailstop: 19B-0251, Southampton, PA 18966 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
3905 Welsh Road, Willow Grove, PA 19090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | Jenkintown | PA | 12/2016 | 03/2017 |
| Navy Federal Brokerage Services, Llc | Cherry Hill | NJ | 01/2017 | 03/2017 |
| Santander Securities | Wyndmoor | PA | 04/2017 | 08/2020 |
| Navy Federal | Cherry Hill | NJ | 04/2012 | 03/2017 |
| Hoopoe Advisors | Boston | MA | 09/2020 | 10/2022 |
| Hoopoe Capital Markets, Llc | Boston | MA | 09/2020 | 10/2022 |
| Us Navy Reserve | San Diego | CA | 01/2014 | Present |
| Citizens Securities, Inc. | Southampton | PA | 10/2022 | Present |
US NAVY RESERVE; INVESTMENT RELATED: NO; LOCATION: 1 San Diego Loop, Andrews AFB, 20746 USA; POSITION: SERVICE MEMBER; START DATE: 01/01/2014; DUTIES: AIRCRAFT MAINTENANCE; 16HR/MTH OUTSIDE TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-28 |
Reach out to this advisor