Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED | 2021-06-18 |
Branch Locations
701 East Gate Drive Suite 210, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2016 | 01/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2017 | 07/2017 |
| Bb&T Securities | King Of Prussia | PA | 07/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 04/2018 | 06/2021 |
| Janney Montgomery Scott Llc | Mt. Laurel | NJ | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
Reach out to this advisor