Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| PA | RA | APPROVED | 2023-06-14 |
Branch Locations
6444 Lower York Road Us 202, New Hope, PA 18938 • United States
Newtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lazard Asset Managment Securities Llc | New York | NY | 10/2013 | 05/2017 |
| Lazard Asset Management Llc | New York | NY | 10/2013 | 05/2017 |
| Macquarie Investment Management | Philadelphia | PA | 07/2018 | 06/2023 |
| Delaware Distributors, Lp | Philadelphia | PA | 09/2018 | 06/2023 |
| Cornell University | Ithaca | NY | 05/2017 | 05/2018 |
| Ameriprise Financial Services, Llc | New Hope | PA | 06/2023 | Present |
Outside Employment; Penn Wealth Planning, LLC; Employee of legal entity; Manage advisory business; 6444 Lower York Road, , New Hope, PA, 18938; Investment-Related; 06/12/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
Reach out to this advisor