Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED_RES | 2021-03-29 |
Branch Locations
One Liberty Place 1650 Market Street, 36Th Floor, Philadelphia, PA 19103 • United States
Downingtown, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 02/2012 | 03/2021 |
| Tiaa | Philadelphia | PA | 01/2012 | 03/2021 |
| Stratos Wealth Advisors, Llc | Philadelphia | PA | 03/2021 | Present |
3/2021 Emeritus Wealth Management - Registered Investment Advisor DBA - Investment Related, Philadelphia, PA, investment advice and financial planning. Partner, Wealth Advisor. 160 hours per month/130 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-12 |
Reach out to this advisor