Best Investors
Account
Sign in
Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
1205 Westlakes Dr., Suite 270, Berwyn, PA 19312 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 05/2018 |
| Mcadam Llc | Philadelphia | PA | 10/2014 | 05/2018 |
| Fisher Investments | Camas | WA | 05/2018 | 05/2020 |
| Personal Capital Advisors | Havertown | PA | 08/2020 | 07/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 07/2024 |
| Sequoia Financial Group, Llc | Akron | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-13 |
Reach out to this advisor