Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-21 |
| NJ | RA | APPROVED | 2015-09-09 |
Branch Locations
60 Railroad Place Suite 405, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Saratoga Springs | NY | 09/2015 | Present |
1) The Saratoga Institute; not investment related; 110 Spring Street, Saratoga Springs, NY 12866; Board Member; start date: 07/16/2021; Non-profit in Saratoga Springs NY that helps to assist organizations in the initial stages of becoming a not for profit. I will help choose and review projects under the umbrella of the institute. 2) Wellspring, Malta, NY. Wellspring's mission is to support survivors and engage our community to end relationship and sexual abuse. Board Member: responsible for oversight and governance of the organization. Nonprofit organization, not compensated, 3 hrs./month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-23 |
Reach out to this advisor