Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED_RES | 2023-05-02 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2019 | 04/2023 |
| Combined Insurance Co., Chubb Insurance Co. | Edison | NJ | 06/2018 | 12/2019 |
| Broker-Tov, Llc | Blue Bell | PA | 07/2014 | 12/2019 |
| Allstate Insurance, Davidson Financial Group | Colmar | PA | 10/2008 | 03/2017 |
| Allstate Insurance, Ward Agency | Glendora | NJ | 03/2017 | 03/2018 |
| Ups | Philadelphia | PA | 11/2019 | 12/2019 |
| Bank Of America, N.A. | Philadelphia | PA | 02/2020 | 04/2023 |
| Morgan Stanley | Philadelphia | PA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
I*461652 For profit or not for profit: Entity For Profit Name of outside business organization: Broker-Tov, LLC Investment related: Address of business: Blue Bell, Pennsylvania, 19422 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 8/1/2014 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Broker-Tov, LLC specializes in single and multi-family (1-4 units) residences to fix/flip or buy/hold to rent. Duties include rent collection and providing property management services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
Reach out to this advisor