Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| PA | RA | APPROVED | 2023-07-21 |
Branch Locations
434 Allegheny River Blvd Suite 201, Oakmont, PA 15139 • United States
2559 Brandt School Road Heritage Center Building, Suite 102, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 07/2015 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 11/2016 |
| Keybank | Pittsburgh | PA | 09/2016 | 11/2016 |
| Key Investment Services, Llc | Pepper Pike | OH | 11/2016 | 12/2016 |
| Keybank | Pittsburgh | PA | 11/2016 | 12/2016 |
| Citizens Securities, Inc. | Mars | PA | 12/2016 | 07/2023 |
| 3Rivers Financial | Wexford | PA | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Pinnacle Financial Strategies | Wexford | PA | 07/2023 | 07/2024 |
1. Fixed insurance sales; as of 07/21/2023; 6% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Kruper Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 80% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, 3Rivers Financial; a private entity established to facilitate securities, advisory, and insurance business; Located in Oakmont, PA; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-17 |
Reach out to this advisor