Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1892 Greentree Rd Suite 1A, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Immaculata University | Immaculata Dr | PA | 02/2016 | 02/2019 |
| Thorndale Beverage | Thorndale | PA | 06/2013 | 06/2017 |
| Angry Jack's Axes | Exton | PA | 08/2019 | 04/2021 |
| Gunnip & Company | Wilmington | DE | 01/2019 | 06/2019 |
| Al Funk Tax Accountant | Aston | PA | 01/2020 | 04/2021 |
| Lincoln Financial Advisors Corporation | Cherry Hill | NJ | 06/2020 | 01/2025 |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 01/2025 | Present |
INSURANCE OBA POSITION: Agent NATURE: Fixed Insurance business. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/03/2022 ADDRESS: 1800 Chapel Ave. West, Suite 200, Cherry Hill NJ 08002, United States DESCRIPTION: Fixed Insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
Reach out to this advisor