Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-05 |
| PA | RA | APPROVED | 2008-03-17 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2007 | Present |
1) AGENTS FIRST / MADISON BROKERAGE CORPORATION 76 W. COURT ST PO BOX 1629 DOYLESTOWN, PA 18901, INSURANCE CONTRACT/BROKER, START DATE: 10/19/11, 1 HR PER MO, NOT INVESTMENT RELATED; 2) INDEPENDENCE FINANCIAL GROUP, LTD. 527 PLYMOUTH ROAD SUITE 403 PLYMOUTH MEETING, PA 19462, INSURANCE CONTRACT/BROKER, START DATE: 4/17/13, 1 HR PER MO, NOT INVESTED RELATED; 3) MEISER WEALTH MANAGEMENT 1 BELMONT AVE BALA CYNWYD, PA 19004, OWNER, START DATE: 6/14/21, 1 HR PER MO, BANK ACCT, SIGNATOR, NOT INVESTMENT RELATED; 4) OUTSIDE INSURANCE BROKAGE BUSINESS; 5) JMEISER@EBFGWEALTHADVISORS.COM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-28 |
Reach out to this advisor