Best Investors
Account
Sign in
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
505 Penn Street Suite 200, Reading, PA 19601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindenwold Advisors, Inc. | Reading | PA | 06/2020 | Present |
| Truist Financial Corporation | Wyomissing | PA | 12/2019 | 06/2020 |
| Dakota Wealth, Llc | Reading | PA | 12/2025 | Present |
| Branch Banking And Trust Company | Wyomissing | PA | 04/2016 | 12/2019 |
1) On a temporary and transitional basis, Mr. Pace will be dually registered as an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc.. Dakota Wealth, LLC and Lindenwold Advisors, Inc. are not affiliated entities. 2) One Happy Pillow, LP; Not investment-related; 39 Kinsey Hill Drive, Birdsboro, PA 19508; Family Business; General Partner/ Vice President; 12/1/2025; 1 hour per month; 0 during trading hours; Deliver completed products to the post office for delivery
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
Reach out to this advisor