Best Investors
Account
Sign in
3801 Germantown Pike Suite 203, Collegeville, PA 19426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-24 |
| PA | RA | APPROVED | 2018-05-03 |
Branch Locations
3801 Germantown Pike Suite 203, Collegeville, PA 19426 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dewitt Capital Management | Collegeville | PA | 04/2018 | Present |
| Valor Consult, Llc | Queen Creek | AZ | 04/2014 | Present |
| Etf Model Solutions, Llc | Appleton | WI | 12/2017 | 04/2018 |
1) Owner of Valor Consult LLC, formed in April 2014. No time commitment is required for this activity. 2) Co-founder of Portfolio Catapult, LLC, an internet company formed in August 2022. The time commitment for this activity is less than 1 hour per month. The company is an investment research technology company. 3) Owner of Portfolio Catapult Holdings LLC a holding company formed in September 2023. No time commitment is required for this activity. The company is a holding company. 4) Shareholder of Catapult Financial Technologies Ltd (UK) as of April 2024. The time commitment for this activity is approximately 2 hours per week. The company is a financial technology company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
Reach out to this advisor