Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-25 |
Branch Locations
12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Vincent College | Latrobe | PA | 01/2015 | 05/2017 |
| Bny Mellon | Pittsburgh | PA | 10/2017 | 04/2018 |
| Bny Mellon | Pittsburgh | PA | 04/2018 | 08/2019 |
| Bny Mellon | Pittsburgh | PA | 08/2019 | 07/2021 |
| Upmc | Mccandless | PA | 05/2017 | 10/2017 |
| Hefren-Tillotson | Wexford | PA | 07/2021 | 10/2022 |
| Robert W. Baird | Wexford | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
Reach out to this advisor