Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| PA | RA | APPROVED | 2022-01-06 |
Branch Locations
332 Unity Plaza, Latrobe, PA 15650 • United States
?5150 Us-30, Greensburg, PA 15601 • United States
4510 William Penn Highway, Murrysville, PA 15668 • United States
1825 Oakland Avenue, Indiana, PA 15701 • United States
404 North Center Avenue, Somerset, PA 15501 • United States
1560 Menoher Boulevard, Johnstown, PA 15905 • United States
125 Donald Lane, Johnstown, PA 15904 • United States
600 Main Street, Johnstown, PA 15901 • United States
5150 Us - 30, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Greensburg | PA | 01/2010 | 09/2016 |
| Lpl Financial | Charlotte | NC | 11/2010 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 12/2016 |
| Keybank | Mount Pleasant | PA | 09/2016 | 12/2016 |
| Key Investment Services, Llc | Pepper Pike | OH | 12/2016 | 04/2018 |
| Keybank | Mount Pleasant | PA | 12/2016 | 04/2018 |
| Infinex Investments, Inc. | Meriden | CT | 04/2018 | Present |
| First Commonwealth Bank | New Alexandria | PA | 04/2018 | 11/2021 |
| 1St Summit Financial Partners | Johnstown | PA | 01/2022 | Present |
1.) 1ST SUMMIT Bank. Johnstown, PA. Started Jan 2022. Yes, Investment related. Financial Advisor, banking. 2.) Westmoreland Intermediate Foundation.Board member. Not investment related. Approx 2 hours not during trading hours. The Foundation is a 501(c)(3) organization intended to create a more cohesive partnership between the Westmoreland Intermediate Unit and the community it serves. 3.) Ligonier Valley Historical Society. Board Member. Not investment related. Started June 2022. Approx 4 hours per month not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-12 |
Reach out to this advisor