Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2008 | 12/2016 |
| Valmark Advisers, Inc. | Akron | OH | 09/2016 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 01/2017 | 10/2017 |
| Pnc Investments | Charlotte | NC | 12/2017 | 07/2018 |
| Guardian Life Insurance Company | Charlotte | NC | 07/2018 | 04/2019 |
| Park Avenue Securities | Charlotte | NC | 09/2018 | 04/2019 |
| Pnc Investments | Charlotte | NC | 07/2019 | Present |
06/10/2024 / Sole Owner - short term rental or Airbnb / Tortuga Turquesa-The Turquois Turtle / Investment Related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
Reach out to this advisor