Best Investors
Account
Sign in
Best Investors
Account
Sign in
1045A Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tristate Financial Advisors | Philadelphia | PA | 07/2020 | 05/2021 |
| Fortegra Financial Corporation | Jacksonville | FL | 06/2019 | 07/2020 |
| University Of Delaware | Newark | DE | 06/2015 | 06/2019 |
| Key Financial, Inc | West Cheste | PA | 06/2021 | Present |
| Osaic Wealth, Inc. | West Chester | PA | 08/2021 | Present |
1. Independent Insurance Agent; not investment-related; started 07/2020; zero hours per month. 2. KEY FINANCIAL, INC POSITION: n/a NATURE: N/a INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 1045 Andrew Drive, Suite A, West Chester PA 19380, United States DESCRIPTION: I do not actively sell insurance products. The license is maintained to remain knowledgeable about the insurance industry and to understand products that clients have.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-05 |
Reach out to this advisor