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 | 2023-09-19 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
Elkins Park, PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Two Bala Plaza Suite 803, Bala Cynwyd, PA 19004 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-19 |
Branch Locations
5 Walnut Grove Dr. Ste. 240, Horsham, PA 19044 • United States
Two Bala Plaza Suite 803, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2019 | 09/2023 |
| Unemployed | Elkins Park | PA | 12/2018 | 01/2019 |
| Dime Community Bank | Cedarhurst | NY | 09/2017 | 11/2018 |
| Millennial Wealth Strategies | Mellvile | NY | 01/2017 | 09/2017 |
| Unemployed | New York | NY | 09/2016 | 12/2016 |
| Lincoln Investment | Fort Washington | PA | 09/2023 | Present |
| Capital Analysts | Fort Washington | PA | 09/2023 | Present |
Guardian Path Wealth Management LLC Position: Owner Nature: Marketing Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 8/27/2025 Address: 7926 Montgomery Ave Elkins Park, PA 19027 Description: DBA for Lincoln business Insurance Position: Agent Nature: Insurance Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 6/3/2026 Address: 7926 Montgomery Ave Elkins Park, PA 19027 Description: Sales and service of insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-23 |
Reach out to this advisor