Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2022 | 04/2026 |
| Bank Of America Merrill Lynch | Philadelphia | PA | 06/2021 | 09/2021 |
| Carnegie Mellon Athletics | Pittsburgh | PA | 10/2018 | 05/2022 |
| Instacart | Kennett Square | PA | 12/2019 | 03/2022 |
| Vector Marketing | Blue Bell | PA | 12/2018 | 01/2019 |
| Delaware County Supply Company | Boothwyn | PA | 06/2019 | 09/2019 |
| Radley Run Country Club | West Chester | PA | 06/2017 | 08/2018 |
| Unionville High School | Kennett Square | PA | 09/2014 | 06/2018 |
| Carnegie Mellon University | Pittsburgh | PA | 09/2018 | 05/2022 |
| Bank Of America N.A. | Philadelphia | PA | 10/2022 | 04/2026 |
| Orion Portfolio Solutions | Berwyn | PA | 04/2026 | Present |
| Brinker Capital Securities | Berwyn | PA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
Reach out to this advisor