Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mahwah, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2014 | 02/2024 |
| Penn Mutual Life Ins Co | Horsham | PA | 01/2014 | 02/2024 |
| Drucker Wealth | Woodcliff Lake | NJ | 02/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | 06/2024 |
1) Drucker Wealth. Investment Related. At registered location. RIA. President. 2/15/2024. Hrs/month 180 with 100 during trading hours. Work with Clients, Prospect, Train the Advisory team. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 2/15/2024. Hrs/month 10 all during trading hours. Provide insurance advice based on the needs of clients. 3) How To Avoid Henry Syndrome. Not Investment Related. None. Other. Author. 2/28/2020. Hrs/month less than 10 all during trading hours. Author of book, publishing. financial, information. 4) Sheepdog Planning LLC. Investment Related. 2 Park Ave, Suite 300 New York, NY 10016. Life Insurance Brokerage and Investment. Partner. 7/17/2020. Hrs/month 10-25 all during trading hours. Insurance sales & service for multiple carriers, including penn mutual life insurance company also prospecting, financial planning, investment analysis, insurance analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
Reach out to this advisor