Best Investors
Account
Sign in
Best Investors
Account
Sign in
436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-12 |
Branch Locations
436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegheny Force Football Club | Monroeville | PA | 08/2011 | 08/2017 |
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 02/2014 | 12/2019 |
| Daniel Jenkins | Pittsburgh | PA | 02/2014 | 12/2019 |
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 03/2014 | 12/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 12/2019 | 02/2022 |
| Hornor Townsend & Kent Llc | Pittsburgh | PA | 12/2019 | 02/2022 |
| Cwm, Llc | Pittsburgh | PA | 02/2022 | 08/2022 |
| Gold Family Wealth | Pittsburgh | PA | 02/2022 | 08/2022 |
| Modus Vivendi Llc | Pittsburgh | PA | 01/2020 | 12/2023 |
| Strategic Wealth Partners, Ltd. | Pittsburgh | PA | 01/2024 | 06/2024 |
| Dick's Sporting Goods | Pittsburgh | PA | 10/2024 | 05/2025 |
| Focus Forward | Pittsburgh | PA | 09/2024 | 10/2024 |
| Jks Financial | Pittsburgh | PA | 12/2012 | 12/2019 |
| D.B. Root & Company, Llc | Pittsburgh | PA | 03/2025 | Present |
(1) licensed insurance agent (2) Modus Vivendi LLC; Owner; Non-Investment Related, no current activity or income; Pittsburgh, PA; Zero (0) hours; Business will be shutting down. (3) I coach my son's soccer team (Mt. Lebanon Soccer Association) on a volunteer basis. I do not get paid, nor do I handle any funds. (4) I do some photography by request and occasionally get paid. 5 hours per month AT MOST and never during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
Reach out to this advisor