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 | 2024-03-25 |
| PA | RA | APPROVED | 2024-01-11 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services | Austin | TX | 03/2015 | 09/2016 |
| Kestra Advisory Services, Llc | Bala Cynwyd | PA | 04/2016 | 12/2018 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 12/2018 | 12/2022 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 10/2018 | 12/2022 |
| Kestra Investment Services, Llc | Austin | TX | 03/2015 | 12/2018 |
| First Genesis Financial Group | Austin | TX | 03/2015 | 04/2018 |
| Mml Investors Services, Llc | Newtown Square | PA | 01/2023 | Present |
| Mass Mutual Insurance Company | Newtown Square | PA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-29 |
Reach out to this advisor