Best Investors
Account
Sign in
Best Investors
Account
Sign in
820 Township Line Road Suite 100, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-22 |
Branch Locations
820 Township Line Road Suite 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Children's Academy | Southampton | PA | 07/2013 | 01/2020 |
| Nylife Securities Llc. | Horsham | PA | 04/2021 | 10/2025 |
| New York Life Insurance Company | Horsham | PA | 12/2019 | 10/2025 |
| Eagle Strategies Llc | Horsham | PA | 07/2024 | 10/2025 |
| Ventura Wealth Management | Yardley | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
Reach out to this advisor