Best Investors
Account
Sign in
Best Investors
Account
Sign in
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-07 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 09/2013 | 03/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2013 | Present |
| Auerbach Investment Services, Llc | Marion Station | PA | 03/2021 | 08/2021 |
| Almanack Investment Partners | Wayne | PA | 08/2021 | 10/2022 |
| Arc Capital Management, Llc | Los Angeles | CA | 10/2022 | 12/2023 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 12/2023 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: 1847 FINANCIAL | Position Held: Agent | Address: 161 WASHINGTON ST, STE 700, CONSHOHOCKEN, PA 19428. | Start Date: 09/2013 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 41-100 Hrs | Approx Trading Hrs Per Mth: 41-100 Hrs | Description of Duties: SALES AND SERVICE OF LIFE/ANNUITY, HEALTH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
Reach out to this advisor