Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-28 |
| TX | RA | APPROVED | 2023-09-28 |
| VA | RA | APPROVED | 2023-09-28 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 10/2015 | 03/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2018 | 09/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 03/2018 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 09/2019 | 09/2023 |
| Janney Montgomery Scott Llc | Roanoke | VA | 09/2023 | 01/2025 |
| Janney Montgomery Scott Llc | Roanoke | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
Reach out to this advisor