Best Investors
Account
Sign in
Best Investors
Account
Sign in
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-01 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Chalfont | PA | 09/2018 | Present |
| Primerica Financial Services | Chalfont | PA | 03/2018 | Present |
| Feliz Restaurants | Ft. Washington | PA | 08/2011 | 08/2021 |
| Iron Hill Brewery | Newton | PA | 06/2020 | 10/2020 |
| Lucky Well Resturant | Philadelphia | PA | 08/2021 | 10/2022 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 10/2023 | Present |
| Legacy Advisors | Plymouth Meeting | PA | 11/2022 | Present |
| Primerica Financial Services | Chalfont | PA | 03/2018 | 11/2022 |
SALES OF INVESTMENT-RELATED PRODUCTS; PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA MORTGAGE, LLC FOR THE SALE OF LOAN PRODUCTS AND/OR PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES. --11/2016 - PRESENT: CRANEO ROSE DECOR; OWNER--
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
Reach out to this advisor