Best Investors
Account
Sign in
Best Investors
Account
Sign in
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
| PA | RA | APPROVED | 2019-05-29 |
Branch Locations
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Centurion Group, Llc | Plymouth Meeting | PA | 02/2014 | 05/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2014 | 11/2018 |
| Marsh & Mclennan Agency Llc | Conshohocken | PA | 05/2019 | Present |
| Mma Securities Llc | Conshohocken | PA | 05/2019 | Present |
The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities (up to approximately 10% of his time) for MMA Agency (e.g. support for its health & benefits services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
Reach out to this advisor