Best Investors
Account
Sign in
Best Investors
Account
Sign in
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED_RES | 2025-05-20 |
| PA | RA | APPROVED | 2017-08-23 |
Branch Locations
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2016 | 07/2017 |
| Nest Investments Llc | Philadelphia | PA | 08/2017 | Present |
| Nest Investments Bd Llc | Philadelphia | PA | 03/2018 | Present |
03/2018 to Present: I am registered as an advisor with the parent company, Nest Egg, as well as a registered representative of Nest Investments BD LLC, a FINRA registered broker/dealer. 09/2022 to Present: I am licensed representative of Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
Reach out to this advisor