Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-19 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Upper St. Clair | PA | 06/2016 | 04/2018 |
| Citizens Securities, Inc. | Glenshaw | PA | 04/2018 | 11/2020 |
| Pnc Investments | Pittsburgh | PA | 11/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St. Clair | PA | 02/2016 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-09 |
Reach out to this advisor