Best Investors
Account
Sign in
Best Investors
Account
Sign in
1000 Market Street, Lewisburg, PA 17837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-23 |
| TX | RA | APPROVED | 2021-06-08 |
| PA | RA | APPROVED | 2020-09-30 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lewisburg | PA | 11/2015 | 09/2020 |
| Raymond James Financial Services Advisors Inc | Lewisburg | PA | 11/2015 | 09/2020 |
| Koss Financial Group | Lewisburg | PA | 09/2016 | Present |
| Tower Wealth Partners, Inc. | Lewisburg | PA | 09/2020 | Present |
| J Alden Associates, Inc | Lewisburg | PA | 10/2020 | 03/2025 |
1) Insurance licensed. Same address. Non-advisory. Less than 10% of business time. 2)KOSS FINANCIAL GROUP, NON-INVESTMENT RELATED, SUPPORT COMPANY/DBA (OWNER), STARTED 12/2004, LEWISBURG, PA, 0 HOURS DEVOTED/MONTH, FOUNDER AND OWNER OF SUPPORT COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
Reach out to this advisor