Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-14 |
| TX | RA | APPROVED | 2022-09-14 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Wilmington | DE | 09/2016 | 10/2016 |
| Blackrock | Wilmington | DE | 12/2015 | 10/2016 |
| The Haverford Trust Company | Radnor | PA | 10/2016 | 05/2017 |
| Haverford Trust Securities, Inc. | Radnor | PA | 10/2016 | 05/2017 |
| Capital One Investing, Llc | Wilmington | DE | 06/2017 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 12/2018 | 09/2021 |
| Jpmorgan Securities, Llc. | Newark | DE | 12/2018 | 09/2021 |
| Tiaa | Philadelphia | PA | 09/2021 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 09/2021 | 08/2022 |
| Morgan Stanley | Newtown | PA | 09/2022 | Present |
*520555 - Amazon Flex; Investment related: No; New Castle, Delaware; Retail/Online Stores; courier (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 10; package delivery, courier *520556- DoorDash ; Investment related-No; , California; delivery, Courier service; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 10 *674987 - Morton Gober Investment related: No West Chester; Pennsylvania; Investment/Finance/Banking; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 15; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-24 |
Reach out to this advisor