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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
| PA | RA | APPROVED | 2021-11-11 |
Branch Locations
259 Wyoming Avenue 2Nd Floor, Kingston, PA 18704 • United States
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Kingston | PA | 08/2017 | Present |
| Mml Investors Services, Llc | Kingston | PA | 08/2018 | Present |
| Temple University | Philadelphia | PA | 01/2014 | 05/2017 |
| Cbre | Philadelphia | PA | 06/2016 | 09/2016 |
| Red Mill | Pittston | PA | 07/2018 | 03/2021 |
(1) Name: LoanOwl Inv Rel: Y Add: Residential Address Nature: Student Loan Education Position: Educator Start Date: 05/23/2022 No Hrs/Mo: 20 No/Hrs Mo dur trading: 10 Describe Duties: Provide education to individuals that hold high levels of student loan debt. This education will include publicly available information such as refinancing when appropriate and understanding the different payoff strategies. (2) NAME: Cane Financial Group INV REL: Y ADDR: 220 Gibraltar Road, Suite 350, Horsham, PA 19044 NATURE: Outside Insurance POSITION: Agent START DATE: 1/17/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: Life, Disability, Long-Term Care, Fixed Annuities (3) NAME: ABB WEALTH MANAGEMENT, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 02/15/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LLC FOR FEES AND EXPENSES RELATED TO INVESTMENT ADVISORY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-10 |
Reach out to this advisor