Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-12 |
| PA | RA | APPROVED | 2009-12-11 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
Coopersburg, PA • United States
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Center Valley | PA | 08/2008 | Present |
| Massmutual Life Insurance Co | Center Valley | PA | 06/2008 | Present |
(1) NAME:RYAN OESTREICH, INV REL:Y ADDR:AT RESIDENTIAL ADDRESS ON RECORD, NATURE:LIFE INSURANCE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:SALES/AGENT START:2008 NO HR/MO:1 NO HR/MO DUR TRADING:0. (2) NAME:RYAN OESTREICH, INV REL:Y ADDR:1007 JETER AVE FOUNTAIN HILL PA 18015 NATURE:RENTAL PROPERTY POSITION:LANDLORD, START:2015 NO HR/MO:0 NO HR/MO DUR TRADING:0. (3) NAME:EX UNO PLURES LLC, INV REL:Y ADDR: AT RESIDENTIAL ADDRESS ON RECORD, NATURE:SIMPLE RENTAL PROPERTY, POSITION:LANDLORD, START:2/2019 NO HR/MO:1 NO HR/MO DUR TRADING:0. (4) NAME:RYAN OESTREICH, INV REL: Y ADDR: 15 VIRGO LN, LAKE ARIEL, PA 18436 NATURE: RENTAL PROPERTY POSITION: LANDLORD START: 01/01/2021 NO HR/MO: 1 NO HR/MO DUR TRADING: 0 (5) NAME: EVERGREEN WEALTH STATEGIES INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: MEDICARE INSURANCE SALES POSITION: OWNER START: 10/01/2021 NO HR/MO: 1 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: GENERAL BUSINESS MANAGEMENT FOR THE LLC AS WELL AS MEDICARE INSURANCE SALES (6) NAME: SWELL MONEY MANAGEMENT LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC IS USED FOR EXPENSES AND COMPENSATION FOR ADVISORY FEES POSITION: OWNER, SOLE MEMBER START DATE: 02/23/2023 NO HRS/MO: 1 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: BOOKKEEPING, PAYROLL PROCESSING, PAYMENT OF EXPENSES AND TAX FILING FOR ACTIVITIES RELATED TO MY INVESTMENT ADVISORY SERVICES. (7) NAME: CROSSCOUNTRY MORTGAGE, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: MORTGAGE LOAN ORIGINATOR POSITION: MORTGAGE LOAN ORIGINATOR START DATE: 05/15/2024 NO HRS/MO: 4 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: TAKE RESIDENTIAL LOAN APPLICATIONS AND OFFER OR NEGOTIATE TERMS OF A RESIDENTIAL MORTGAGE LOAN FOR COMPENSATION OR GAIN.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-11 |
Reach out to this advisor