Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-25 |
Branch Locations
1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-25 |
Branch Locations
1 East Broad Street Suite 440, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Bank & Trust | Boston | MA | 06/2004 | 01/2017 |
| State Street Global Advisors Funds Distributors Llc | Boston | MA | 01/2013 | 11/2021 |
| State Street Global Advisors Trust Company | Boston | MA | 01/2017 | 11/2021 |
| Lincoln Investment | Fort Washington | PA | 01/2022 | Present |
| Lincoln Investment | Fort Washington | PA | 02/2022 | Present |
| Capital Analysts | Fort Washington | PA | 02/2022 | Present |
T & S ADVISORS POSITION: Managing Director NATURE: Employee Management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1 East Broad Street, Suite 440, Bethlehem PA 18018, United States DESCRIPTION: Payroll management of T&S employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
Reach out to this advisor