Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
| FL | RA | APPROVED | 2022-09-20 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 05/2018 | 01/2019 |
| The Valley Inn | Lutherville | MD | 02/2015 | Present |
| Axa Advisors Llc | New York | NY | 04/2019 | 06/2021 |
| Towson University | Towson | MD | 08/2016 | 03/2019 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 06/2021 | 09/2022 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 09/2022 | 05/2025 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
Reach out to this advisor