Best Investors
Account
Sign in
Best Investors
Account
Sign in
Spring City, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-13 |
| PA | RA | APPROVED | 2017-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scotia Partners, Llc | Spring City | PA | 08/2011 | Present |
Paul Montgomery is an independent director for the Arrow Trust and the Arrow ETF Trust. His role is to represent the interests of shareholders. Mr. Montgomery spends approximately 6 days per year fulfilling his obligations to the two trusts. Mr. Montgomery does not own any investment products of the trusts nor does he recommend or buy any investment products of the trusts for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-20 |
Reach out to this advisor