Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-21 |
| DE | RA | APPROVED | 2026-03-05 |
| FL | RA | APPROVED | 2026-03-05 |
| NY | RA | APPROVED | 2026-03-05 |
| NJ | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED_RES | 2025-03-15 |
| PA | RA | APPROVED | 2023-03-27 |
Branch Locations
2201 South Broad Street, Philadelphia, PA 19148 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank, N.A. | Philadelphia | PA | 02/2016 | 10/2018 |
| Pnc Investments Llc | Pittsburgh | PA | 02/2016 | 10/2018 |
| Pruco Securities Llc | Marlton | NJ | 10/2019 | 04/2022 |
| Unemployed | Langhorne | PA | 10/2018 | 10/2019 |
| The Prudential Insurance Company Of America | Marlton | NJ | 11/2019 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Langhorne | PA | 04/2022 | 02/2023 |
| Wells Fargo Bank, Na | Langhorne | PA | 04/2022 | 02/2023 |
| Irish Rover Station House | Langhorne | PA | 02/2020 | 04/2020 |
| Td Bank N.A. | Philadelphia | PA | 03/2023 | Present |
| Td Private Client Wealth Llc | Philadelphia | PA | 03/2023 | Present |
Name of business: Uber; business is not investment related; business address is 7821 Bartram Ave, Philadelphia, PA; nature of business is rideshare services; my position is driver; I work as an independent contractor; my start date is 6/28/24; I will be working approx 80 hours/month in this business; I will devote no hours to this business during securities trading hours; my duties will be to pick up passengers and drive them to their destination.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-06 |
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