Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED_RES | 2025-06-18 |
| MD | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Falls Church | VA | 04/2013 | 11/2019 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2019 |
| Mml Investors Services, Llc | Rockville | MD | 03/2017 | 11/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 11/2019 | Present |
1) ART WORK & MEDIA | INVESTMENT RELATED: NO | DBA NAME: AMANA MEDIA, LLC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 45646 IRON HORSE TERR, STELING, VA 20166 | START DATE: 10/23/2017 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SALES OF ART ON CANVAS AND OTHER MEDIA MANUFACTURING. 2) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: BLUE MOUNTAIN FINANCIAL GROUP | POSITION HELD: PROPRIETOR/OWNER/MANAGING MEMBER | ADDRESS: 9701 APOLLO DR SUITE 100, LARGO, MD 20774 | START DATE: 12/14/2018 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF PROPERTY AND CASUALTY, COMMERCIAL LINES, FINANCIAL PLANNING, FIXED LIFE, HEALTH, ANNUITIES, AND DI THROUGH MULTIPLE INSURANCE CARRIERS. 3)DBA NAME: 1847FINANCIAL;INVESTMENT RELATED: YES;NATURE OF OBA: INSURANCE SALES AND SERVICE LIFE INSURANCE;START DATE OF OBA:? 8/1/2020;BUSINESS ADDRESS: 9701 APOLLO DR SUITE 100, LARGO, MD 20774;POSITION, TITLE, RELATIONSHIP: FINANCIAL ADVISOR;APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THIS OUTSIDE BUSINESS: 100;APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THE BUSINESS DURING SECURITY TRADING HOURS: 75;DESCRIBE DUTIES: INSURANCE SALES AND SERVICE OF LIFE INSURANCE PRODUCTS WITH PENN MUTUAL LIFE INSURANCE COMPANY. 4) RENTAL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 45646 IRONHORSE TER STERLING VA 20166 | START DATE: 9/5/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MAINTAIN PROPERTY AND COLLECT RENTAL INCOME. 5) INSURANCE AND FIXED ANNUITY SALES AND SERVICE | DBA: BLUE MOUNTAIN ASSURANCE GROUP | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: NO | NUMBER OF HOURS: 25 | SECURITIES TRADING HOURS: 10 | START DATE: 02/20/2024 | ADDRESS: 9701 APOLLO DR STE 100, LARGO MD 20774 | DESCRIPTION: FACILITATE INTEREST IN INSURANCE PRODUCTS AND SERVICES. 6)MUSIC AND FILM PRODUCTION | DBA: AMARNA LLC | POSITION: PROPRIETOR/OWNER | NATURE: THE CREATION AND DISTRIBUTION OF MUSIC AND FILM IN ALL FORMS OF MEDIA. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 4 | START DATE: 05/02/2024 | ADDRESS: 9701 APOLLO DR STE 100, UPPER MARLBORO MD 20774 | DESCRIPTION: THE CREATOR AND DISTRIBUTOR OF MUSIC AND FILM IN ALL FORMS OF MEDIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-04 |
Reach out to this advisor