Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-10-03 |
| PA | RA | APPROVED | 2022-10-03 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
3 Mill Road Suite 306, Wilmington, DE 19806 • United States
600 W Market St, Perkasie, PA 18944 • United States
1129 N. 5Th Street, Perkasie, PA 18944 • United States
1315 Easton Rd, Riegelsville, PA 18077 • United States
Lititz, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Investment Advisors | Doylestown | PA | 12/2015 | 03/2024 |
| Pts Brokerage, Llc | Mount Laurel | NJ | 05/2018 | 09/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | 01/2022 |
| Penn Community Bank | Perkasie | PA | 12/2015 | 09/2022 |
| Equitable Advisors Llc | New York | NY | 10/2022 | Present |
1)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), EXECUTOR FOR MY FATHER'S ESTATE, SISTER HOLDS ACCOUNTS AT EQUITABLE AND THE POWER OF ATTORNEY WOULD ALLOW ME TO MAKE TRADES IN THE ACCOUNT; 2) VOLUNTEER FIELD HOCKEY COACH, WARWICK SCHOOL DISTRICT, DUTIES: COACH FIELD HOCKEY SKILLS TO PARTICIPANTS IN THE YOUTH LEAGUE, START DATE: 8/24/25, 24 HRS PER MO; 3) KDOUGHERTY@PENNADVISORS.COM AND PENNADVISORS.COM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-29 |
Reach out to this advisor