Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2018 | 03/2021 |
| Portfolio Strategies Team, Llc | Bala Cynwyd | PA | 07/2016 | 03/2018 |
| Equitable Advisors, Llc | New York | NY | 10/2015 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 04/2025 | Present |
| Integrated Financial Services | Bala Cynwyd | PA | 04/2021 | 03/2025 |
| Firstrust Financial Resources | Bala Cynwyd | PA | 04/2018 | 03/2021 |
| Rubingoldman & Associates | Bala Cynwyd | PA | 12/2015 | 03/2018 |
| Bank Of America, N.A. | Philadelphia | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
Reach out to this advisor