Best Investors
Account
Sign in
Best Investors
Account
Sign in
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-27 |
Branch Locations
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Johnstown | PA | 11/2013 | 03/2019 |
| Summit Financial Group | Johnstown | PA | 11/2013 | 10/2018 |
| Difrancesco Financial Concierge, Llc | Johnstown | PA | 01/2018 | Present |
| Cornerstone Financial Group, Inc, | Fairfield | NJ | 06/2024 | Present |
1. INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; JOHNSTOWN PA; 40 HOURS SPENT ON ACTIVITY PER MONTH; SALES OF VARIOUS INSURANCE PRODUCTS. 2. DIFRANCESCO FINANCIAL CONCIERGE, LLC; OWNER; NOT INVESTMENT RELATED; JOHNSTOWN, PA; 40 HRS/MO; BUSINESS AND LIFE COACHING SERVICES 3. Board Member - Greater Johnstown Tennis Association. No address for this organization. 1 hour per month, not during business hours. Not investment related. No income received from this activity. Started Sept 2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
Reach out to this advisor