Best Investors
Account
Sign in
2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-29 |
Branch Locations
2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthpoint Financial Llc | Monroeville | PA | 10/2019 | Present |
| Insureon | Chicago | IL | 06/2017 | 09/2019 |
| Lake Forest College | Lake Forest | IL | 08/2013 | 05/2017 |
| Marion Wealth Management | Monroeville | PA | 07/2021 | Present |
Fixed Insurance: Monroeville, Pennsylvania; Investment Related; Fixed Insurance; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; EXP: 2/29/2028, 0 hours per month devoted, 0 hours per month devoted, Fixed Insurance licensed held.
Reach out to this advisor