Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-30 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Philadelphia | PA | 06/2020 | 03/2022 |
| Full Time Education | State College | PA | 08/2019 | 06/2020 |
| Lincoln Financial Group | Radnor | PA | 06/2019 | 08/2019 |
| Full Time Education | State College | PA | 08/2018 | 06/2019 |
| Creative Financial | Newtown Square | PA | 06/2018 | 08/2018 |
| Full Time Education | Altoona | PA | 08/2017 | 06/2018 |
| The Miachaels Organization | Camden | NJ | 06/2017 | 08/2017 |
| Full Time Education | Springfield | PA | 01/2009 | 06/2017 |
| Lincoln Financial Advisors Corp. | Philadelphia | PA | 01/2021 | 02/2024 |
| Lincoln Financial Securities Corp. | Philadelphia | PA | 01/2021 | 02/2024 |
| Pacer Financial, Inc. | Malvern | PA | 02/2024 | 07/2024 |
| Pacer Advisors, Inc. | Malvern | PA | 02/2024 | 07/2024 |
| Pacer Financial, Inc. | Malvern | PA | 08/2024 | 06/2025 |
| Pacer Advisors, Inc. | Malvern | PA | 08/2024 | 06/2025 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2025 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 07/2025 | Present |
| Lincoln Financial Advisors Corporation | Radnor | PA | 10/2020 | 02/2024 |
| Lincoln Financial Securities Corporation | Radnor | PA | 10/2020 | 02/2024 |
| Lincoln Financial Advisor Corporation | Philadelphia | PA | 10/2020 | 12/2020 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 10/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-18 |
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
Reach out to this advisor