Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-18 |
| DC | RA | APPROVED | 2019-10-07 |
| DE | RA | APPROVED | 2019-06-03 |
| TX | RA | APPROVED | 2019-06-03 |
Branch Locations
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | DE | 10/2009 | 06/2019 |
| Bank Of America,N.A. | Wilmington | DE | 06/2011 | 06/2019 |
| Janney Montgomery Scott Llc | Greenville | DE | 06/2019 | Present |
The Punk Foundation, Las Vegas, NV. Board Member (03/2026) - attend meetings and be part of working jobs that help foundation achieve their goals. Not investment related, not compensated, 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-03 |
Reach out to this advisor