Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-22 |
| FL | RA | APPROVED | 2023-12-04 |
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
1605 N. Cedar Crest Blvd. Suite 504, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Allentown | PA | 10/2004 | 11/2018 |
| Royal Alliance Associates, Inc. | Allentown | PA | 11/2018 | Present |
1) MATTHEW FUNK - RENTAL PROPERTY OWNER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2012 ADDRESS: 8012 George Road, New Tripoli PA 18066, United States DESCRIPTION: Landlord for rental properties. Collect rents, arrange for repairs as needed, find new tenants as needed. 2) QUANTUM FINANCIAL MANAGEMENT POSITION: Senior Partner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2015 ADDRESS: 1605 N. Cedar Crest Blvd, Suite 504, Allentown PA 18104, United States DESCRIPTION: sales/marketing of securities, investment advisory and insurance products. 3) QUANTUM FINANCIAL MANAGEMENT - FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2004 ADDRESS: 1605 N. Cedar Crest Blvd, Suite 504, Allentown PA 18104, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance Refer clients in need of health insurance to JDC Benefits 4) MATTHEW FUNK - HOA BOARD MEMBER POSITION: HOA condo board member NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2025 ADDRESS: 8012 George Road, New Tripoli PA 18066, United States DESCRIPTION: volunteering as HOA condo board member. vote on HOA rule changes, approve or deny homeowner requests, quarterly zoom meeting of board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
Reach out to this advisor