Best Investors
Account
Sign in
Best Investors
Account
Sign in
43 Leopard Rd Suite 102, Paoli, PA 19301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Securities, Inc. | Paoli | PA | 06/2026 | Present |
| Valen Private Capital, Llc | Paoli | PA | 06/2026 | Present |
| Wake Forest University | Winston-Salem | NC | 08/2015 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 02/2020 | 02/2020 |
| Wildfire, Llc | Winston-Salem | NC | 05/2017 | 05/2017 |
| Global Wealth And Investment Management | Bala Cynwyd | PA | 06/2016 | 01/2017 |
| Unemployed | Philadelphia | PA | 01/2017 | 05/2017 |
| Unemployed | Philadelphia | PA | 05/2017 | 02/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2020 | 09/2021 |
| Mml Investors Services, Llc | New York | NY | 10/2021 | 06/2026 |
| Massmutual Life Insurance Company | New York | NY | 08/2021 | 02/2022 |
| Lenox Advisors | New York | NY | 08/2021 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2022 | 06/2026 |
| Bank Of America, N.A. | New York | NY | 06/2022 | 06/2026 |
INSURANCE AGENT; INVESTMENT-RELATED; PAOLI, PA; INSURANCE SALES AND SERVICING; AGENT; 4/2025; HOURS DEPENDENT ON CLIENT NEEDS; SERVICING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
Reach out to this advisor