Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED | 2024-10-24 |
Branch Locations
Renaissance Place 635 North 12Th Street, 2Nd Floor, Lemoyne, PA 17043-1225 • United States
Harrisburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Harrisburg | PA | 07/1995 | 10/2024 |
| Bank Of America, N.A. | Camp Hill | PA | 09/2009 | 10/2024 |
| Rbc Capital Markets, Llc | Lemoyne | PA | 10/2024 | Present |
(1) 36315 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: I O SILVER FOUNDATION, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 4307 S. VICTORIA WAY, HARRISBURG, PENNSYLVANIA 17112 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 3/1/1995 NUMBER OF HOURS DEVOTED: 104 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ALL MONIES RAISED ARE DONATED TO PENN STATE HERSHEY MEDICAL CENTER'S HEART & VASCULAR INSTITUTE (HVI) FOR PATIENTS NEEDING CARDIOVASCULAR CARE. I HELP COORDINATE OUR ANNUAL EVENT. MY FATHER IS PRESIDENT/SEC AND I'M VP. (2) NAME OF ENTITY: The Campus of the Jewish Home of Greater Harrisburg, Inc. ADDRESS: 1425 Crooked Hill Road P.O. Box 60731 Harrisburg Pennsylvania 17106 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 05/08/1999 CAPACITY: Other DUTIES: Over the 26 years of my continuous involvement, I have been a board member in a variety of capacities: as an officer and therefore an executive committee member, and as a board member without an executive capacity. On May 5, 2022, we sold The Campus to a "for-profit" company; however, as Vice President and member of the executive committee, I have continued in my capacity, as the dissolution process has not yet been fully completed. The board has given the Treasurer and Secretary authority to handle all final dissolution process items. Although I am not involved, I still officially hold the VP title. The process is projected to last until year-end although that is not carved in stone. To be clear, I am not involved, in any way, with the new company that acquired The Campus of the Jewish Home of Greater Harrisburg. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
Reach out to this advisor