Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-25 |
| MA | RA | APPROVED | 2022-11-17 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley College | Waltham | MA | 05/2005 | 01/2020 |
| Janney Montgomery Scott Llc | Boston | MA | 08/2022 | 02/2023 |
| Wells Fargo Wealth Management | Boston | MA | 01/2010 | 08/2022 |
| Janney Montgomery Scott Llc | Boston | MA | 02/2023 | Present |
1) Town of Hanover, Hanover, MA. Election Official: duties are to run national, state and local elections supervised by the Town Clerk. Greet/certify voters, provide ballot, and count/tally votes. Compensated, not Investment-Related, approximately 3 days per year on election day, 05/2022. 2) Mass Region 5 High School Science & Engineering Fair, Cambridge, MA. Science Fair Judge (03/2020) - annually serve as a judge of high school science fair projects. Not investment related, not compensated 3) Donor Atlas, New York, NY. Tool Evaluator (12/2025) - one-time evaluation of their tool platform. Not compensated, not investment related, 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
| S66 | Uniform Combined State Law Examination | 2006-05-30 |
Reach out to this advisor