Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
Branch Locations
50 South 16Th Street 24Th Floor, Philadelphia, PA 19102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 11/2013 | 03/2017 |
| Hartford Funds Management Company, Llc | Radnor | PA | 10/2015 | 03/2017 |
| Delaware Investments | Philadelphia | PA | 03/2017 | 12/2021 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | 12/2021 |
| Tribini Brands Inc. | West Chester | PA | 12/2021 | 03/2025 |
| Raymond James Financial Services, Inc. | Philadelphia | PA | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Philadelphia | PA | 04/2025 | Present |
| Fulton Bank | Philadelphia | PA | 04/2025 | Present |
| Delaware Capital Management Advisers Inc | Philadelphia | PA | 03/2017 | 04/2020 |
| Bentley University | Waltham | MA | 09/2008 | 12/2019 |
(1)Name of Business: Fulton Financial Advisors Address: 50 S 16th St Fl 24, Philadelphia, PA, 19102-2523, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment sales and service (2)Name of Business: Maverick Equity Partners LLC Address: 4 Wawaset Farm Ln, West Chester, PA, 19382, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Wallys Egg LLC Address: 4 Wawaset Farm Ln, West Chester, PA, 19382, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
Reach out to this advisor