Best Investors
Account
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Best Investors
Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-10 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
30 South 17Th Street Suite 204, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bucks High School West | Doylestown | PA | 09/2013 | 05/2017 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2017 | 05/2021 |
| Vanguard Group | Charlotte | NC | 07/2021 | 01/2022 |
| Chubby's Dairy Barn | Plumsteadville | PA | 05/2013 | 08/2017 |
| West Chester University Of Pennsylvania | West Chester | PA | 01/2018 | 10/2019 |
| On The Border Mexican Cantina | Exton | PA | 10/2018 | 10/2019 |
| Blackrock | Princeton | NJ | 07/2020 | 08/2020 |
| Iron Hill Brewery | West Chester | PA | 08/2019 | 05/2021 |
| Santander Bank Us | West Chester | PA | 02/2021 | 05/2021 |
| Brighthouse Financial | Charlotte | NC | 01/2022 | 11/2025 |
| Mml Investors Services, Llc | Radnor | PA | 02/2026 | Present |
| Massmutual Life Insurance Company | Radnor | PA | 01/2026 | Present |
(1) Name: City Fitness Inv Rel: N Add: 45 N 3rd St, Philadelphia, PA 19106 Nature: Fitness Position: Fitness Instructor Start Date: 06/01/2025 No Hrs/Mo: 12 No/Hrs Mo dur trading: 0 Describe Duties: Fitness Instructor for HIIT Classes. (2) Name: Piccolina Restaurant Inv rel: N Add: 301 Chestnut St, Philadelphia PA 19106 Nature: Restaurant/Bar Work Position: Server Start Date: 06/20/2026 No. Hr/MO: 12. No. HR/MO During Sec Trading: 0. Describe Duties: Serving Pizza & Pasta.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-09 |
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