Best Investors
Account
Sign in
Best Investors
Account
Sign in
Salado, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unity Xchange, Llc | Media | PA | 01/2013 | Present |
| Glasgow Partners, Llc | Salado | TX | 04/2005 | Present |
Unity Xchange, llc. My responsibilities include overall operational management. The business is not investment-related. The mailing address is PO Box 44, Jenkintown, PA 19046. Physical address is a private residence. Unity Xchange, llc is an online marketplace providing commercial loan participations for credit unions. I serve as Chief Operating Officer (COO). Start date was January 2013. Unity Xchange requires less than 2 hours per month, and does not involve any time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
Reach out to this advisor