Best Investors
Account
Sign in
4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-28 |
Branch Locations
4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Palmyra | PA | 09/2016 | 05/2017 |
| Hershey Entertainment And Resorts | Hershey | PA | 06/2017 | 05/2018 |
| Temple University | Philadelphia | PA | 06/2018 | 05/2022 |
| Hershey Entertainment And Resorts | Hershey | PA | 02/2020 | 07/2020 |
| Grandview Asset Management | Harrisburg | PA | 06/2018 | 08/2022 |
| Grandview Asset Management | Harrisburg | PA | 08/2022 | Present |
| Bishop Mcdevitt High School | Harrisburg | PA | 06/2014 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2022 | Present |
A1. Grandview Asset Management LLC 2. Yes 3. 4200 CRUMS MILL ROAD 2nd Floor Harrisburg, PA 17112 4. RIA 5. Associate Advisor 6. Associate Advisor 7. 8/2022 8. 160-175 9. 160-175 10. Associate Advisor. B1. Simplicity Group Holdings 2. Yes 3. 3180 Mathieson Dr. NE Unit 910, Atlanta GA 30305 4. Registered Representative/Insurance Agent 5. 2/3/2023 6. Manage/Monitor Client Annuity Contracts C1. TruChoice Financial Group 2. Yes 3. 400 Hwy 169 South Suite 200 Minneapolis MN 55426 4. Registered Representative/Insurance Agent 5. 2/16/2023 6. Manage/Monito Client Annuity Contracts D1. Ash Brokerage 2. No 3. 888 S. Harrison St. Suite 900 Fort Wayne IN 46802 4. Registered Representative/Insurance Agent 5. 2/20/2024 6. Manage/Monitor Client Insurance Contracts E1. Crump Life Insurance 2. No 3. 4135 North Front Street Harrisburg PA 17110 4. Registered Representative/Insurance Agent 5. 5/12/2023 6. Manage/Monitor Client Insurance Contracts F1. Impact Partnership 2. Yes 3. 1688 White Circle NW, Marietta, GA 30066 4. Registered Representative/Insurance Agent 5. 2/9/2023 6. Manage/Monitor Client Insurance Contracts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
Reach out to this advisor