Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-27 |
| PA | RA | APPROVED | 2016-03-31 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
201 King Of Prussia Road Suite 320, Radnor, PA 19087 • United States
Birdsboro, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seniors Health Ins. Network | Reading | PA | 05/1996 | Present |
| Oppenheimer & Co Inc | Radnor | PA | 01/2016 | Present |
1.MEDICARE INSURANCE BROKER, OWNER/SOLE SHAREHOLDER, STARTED RELATIONSHIP, MARCH 16, 1996; 0 HOUR, ADMINISTRATIVE DUTIES ONLY, MAJORITY OF CLIENTS HAVE BEEN TRANSITIONED TO ANOTHER AGENT AND NO LONGER ACTIVELY SOLICITING BUSINESS. 2.COMMERCIAL REAL ESTAATE, NON-INVESTMENT RELATED. 300 PENN AVE, WEST READING, PA 19611. MIXED-USE COMMERICAL PROPERTY LEASED BY SPOUSE'S BUSINESS AND UNRELATED RESIDENTIAL TENANTS. JOINT OWNER, RELATED TO BUSINESS TENANT AS SPOUSE. STARTED OF JOINT OWNERSHIP 12/15/23 FOR PERSONAL PLANNING REASONS. NO HOURS OR DUTIES DEVOTED TO BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-04 |
Reach out to this advisor