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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-20 |
Branch Locations
Chester Springs, PA • United States
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Newtown Square | PA | 09/2024 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 09/2024 | Present |
| Downingtown East High School | Exton | PA | 09/2016 | 06/2020 |
| University Of Delaware | Newark | DE | 08/2020 | 05/2024 |
| Keystone Health Advisors | Unionville | PA | 02/2024 | Present |
| Rockwood Wealth Management | New Hope | PA | 01/2023 | 08/2023 |
| Cvs | Exton | PA | 04/2019 | 08/2021 |
| Wsfs | Wilmington | DE | 11/2021 | 03/2022 |
1) Name: Keystone Health Advisors Inv rel: N Add: Residential Nature: Administrative Assistant Position: Admin Start date: 02/2024 No. HR/MO: 15. No. HR/MO during sec trading: 0. Describe duties: Fill out applications to join Specialty Healthcare Networks, fill out spreadsheets. 2) NAME: KYLE MITTELSTADT INV REL: Y ADD: 16 CAMPUS BLVD. NEWTOWN SQUARE, PA 1907 NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/16/2025 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, P&C, LTC & FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
Reach out to this advisor