Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2016 | Present |
1. Firstrust Financial Resources, Independent Agent - Sale/Service of fixed insurance products; 2) EBE Events and Entertainment Musician - Erdenheim PA 6 hours non securities since 08/2011; 3) Wesley Burke, agent, Medicare services & supplement plans, since 11/2016, 2hrs/mo; 4) Other Outside insurance business; 5) Chelten Church 1601 N. Limekiln Pike Dresher, PA 19025, Board of Trustees. Effective Date: 5/1/2024, 4 hrs/mo, non-investment related; 6) Durable POA for spouse, as set forth in her Will. POA is not active at this time. Effective date: 6/17/24, 0 hrr per hr, not investment related;7) Partner of LLC for real estate rental property, The Union Mogul LLC, 229 Devon Blvd, Devon, PA 19333, Start Date: 11/13/2025,8 HRS PER MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-29 |
Reach out to this advisor