Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-02 |
Branch Locations
101 West Elm Street Suite 340, Conshohocken, PA 19428 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bethlehem | PA | 04/2007 | 07/2017 |
| Independent Financial Partners | Fort Washington | PA | 07/2017 | Present |
(1) Delaware County Christian School - not investment related - 462 Malin Road, Newtown Square, PA 19073 - a K-12 private school - Trustee - start 07/01/2023 - 2 hours/month - 1 hour/month during trading hours - Provide oversight and guidance to the executive team of Delaware County Christian School.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-29 |
Reach out to this advisor