Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-22 |
| TX | RA | APPROVED_RES | 2022-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bexley | OH | 04/2014 | 08/2022 |
| Janney Montgomery Scott Llc | Columbus (Grandview) | OH | 08/2022 | Present |
Yellowill Foundation, Inc; Dover, DE. Newly created Foundation to benefit Cancer Research focused on Ewing Sarcoma. Board Chairman (05/2023) - duties includes raising awareness and fund needs or research through charitable donations from public and private sources for those diagnosed with Ewing Sarcoma. Not investment related, not compensated, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-02 |
Reach out to this advisor