Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-09-24 |
| PA | RA | APPROVED | 2017-02-28 |
| TX | RA | APPROVED | 2017-02-28 |
Branch Locations
1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2008 | 02/2017 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2017 | 09/2021 |
| Janney Montgomery Scott Llc | Greenville | DE | 09/2021 | 12/2022 |
| Janney Montgomery Scott Llc | Greenville | DE | 12/2022 | Present |
1) Philadelphia's Magic Garden; Board Member; 1020 South St. Philadelphia, PA 19147; Start date: 06/19/2019; Expected to understand and support PMG's mission and values, serve as ambassadors for PMG, set organization policy, and lend advice; 10hr/month; 0.33hr/day; not investment-related 2) PA Youth Vote, Philadelphia, PA. Board Member (08/2023) - Expected to understand and support PA Youth Vote's mission & values, serve as ambassador, set organization policy, and lend advice and expertise to the Executive Director and Board of Directors. Not compensated, not investment related, 6 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-19 |
Reach out to this advisor