Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-13 |
Branch Locations
354 W. Lancaster Ave. Unit 212, Haverford, PA 19041 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia, | PA | 03/2015 | 11/2024 |
| Jpmorgan Chase Bank, Na | Philadelphia, | PA | 03/2015 | 11/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 12/2024 | Present |
Entity Name: Feige Associates Inc Investment related: Yes Address: Bryn Mawr, PA Nature of the other business: Acquisition, development, management of residential/commercial real estate Position/Title/Relationship: Officer Start Date: 07-Jun-2001 Approximate # of hours a month: 3-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Management of properties Entity Name: Proudfoot Capital Advisors Inc. Investment related: Yes Address: 2429 Philadelphia, PA Nature of the other business: Proudfoot Capital Advisors is a S corp that holds and manages the LP/GP interest in various real estate investments. Position/Title/Relationship: Officer Start Date: 04-Feb-2004 Approximate # of hours a month: 3-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-10 |
Reach out to this advisor