Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-25 |
| PA | RA | APPROVED | 2019-09-16 |
Branch Locations
Philadelphia, PA • United States
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Wilmington | DE | 09/2013 | 12/2018 |
| Northwestern Mutual Investment Services, Llc | Wilmington | DE | 09/2014 | 12/2018 |
| Northwestern Mutual Wealth Management Company | Wilmington | DE | 10/2016 | 12/2018 |
| Massmutual Life Insurance Co | Radnor | PA | 11/2018 | Present |
| Mml Investors Services, Llc | Radnor | PA | 01/2019 | Present |
(1)NAME: DONTE LLOYD INV REL: Y ADD: UNIVERSITY OF DELAWARE, NEWARK DELAWARE 19716 NATURE: OTHER - TREASURER POSITION: TREASURER OF BLACK ALUMNI ORGANIZATION START DATE: 6/2017 No. HR/MO: 0-5. No. HR/MO DURING SEC TRADING: 0-5. DESCRIBE DUTIES: PREPARING A DETAILED BUDGET FOR OUR EVENTS, REACHING OUT TO OTHER DEPARTMENTS FOR VOLUNTEER SUPPORT OF OUR EVENTS, AND ADVERTISING OUR EVENTS TO UNIVERSITY OF DELAWARE UNDERGRADUATES AND ALUMNI. (2) Name: DONTE LLOYD INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: OWNER START DATE: 08/28/2023 No. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4 DUTIES: LIFE, DISABILITY, PROPERTY AND CASUALTY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH (3) NAME: TURO INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: RENTAL OF MY PERSONAL VEHICLE ON THE TURO PLATFORM POSITION: OWNER START DATE: 10/1/2024 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: VEHICLE MAINTENANCE - OIL CHANGES, CAR WASHES, DOCUMENTATION PRE AND POST RENTAL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-09 |
Reach out to this advisor