Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-12 |
Branch Locations
90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-12 |
Branch Locations
90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2021 | 02/2022 |
| Lincoln Investment Planning | Fort Washington | PA | 05/2020 | 08/2020 |
| Azie Media | Media | PA | 04/2017 | 01/2020 |
| Pennsylvania State University | Media | PA | 08/2017 | 05/2021 |
| Cardinal O'HAra High School | Springfield | PA | 09/2013 | 06/2017 |
| Dairy Cottage | Springfield | PA | 05/2018 | 07/2018 |
| Lincoln Investment | Fort Washington | PA | 04/2023 | Present |
| Northwestern Mutual | King Of Prussia | PA | 02/2022 | 03/2023 |
| Lincoln Investment | Fort Washington | PA | 06/2023 | Present |
| Capital Analysts | Fort Washington | PA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
Reach out to this advisor