Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-23 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
330 Meadow Ave, Scranton, PA 18505 • United States
915 Northern Blvd, Clarks Summit, PA 18411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation, Inc. | Tampa | FL | 03/2016 | 02/2018 |
| Lpl Financial Llc | Scranton | PA | 02/2018 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-18 |
Reach out to this advisor