Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-29 |
| VA | RA | APPROVED | 2018-10-29 |
Branch Locations
1021 E. Cary Street Suite 1000, Richmond, VA 23219 • United States
1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 10/2018 |
| Janney Montgomery Scott Llc | Richmond | VA | 10/2018 | 03/2021 |
| Janney Montgomery Scott Llc | Richmond | VA | 03/2021 | 04/2023 |
| Janney Montgomery Scott Llc | Richmond | VA | 04/2023 | Present |
Transport Volunteer Driver (09/2025) - Pick up and transport rescue animals in Southern VA and drive to Central VA. Not investment related, not compensated, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
Reach out to this advisor