Best Investors
Account
Sign in
Best Investors
Account
Sign in
Blue Bell, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| PA | RA | APPROVED | 2019-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helpsquad | Willow Grove | PA | 08/2015 | 02/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 02/2018 | 11/2018 |
| Modern Wealth Llc | Oreland | PA | 01/2019 | Present |
| Unemployed | Oreland | PA | 11/2018 | 12/2018 |
Name: Modern Wealth Coaching Investment Related: No Address: 51 Hawkswell Circle Oreland PA 19075 Position: Nature of Business: Financial coaching, no financial planning advice, no investment advice or management Relationship: Founder and CEO Start Date: 8/2023 Number of Hours Devoted: 5 hours a month Number of Hours Devoted During Securities Trading Hours: 0 hours a month Duties: Financial Coaching by providing access to Elements Financial Planning system
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-23 |
Reach out to this advisor