Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-28 |
| MD | RA | APPROVED | 2025-02-13 |
| MI | RA | APPROVED | 2023-09-08 |
| DE | RA | APPROVED | 2022-12-05 |
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2017-09-13 |
| NJ | RA | APPROVED | 2016-12-02 |
| PA | RA | APPROVED | 2016-09-30 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
4905 W Tilghman Suite 300, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allentown | PA | 02/2014 | 09/2016 |
| Primerica Financial Services | Allentown | PA | 05/2012 | 09/2016 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 09/2016 | Present |
| Galen Glen Winery | Andreas | PA | 01/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products GALEN GLEN WINERY POSITION: general staff NATURE: Per diem winery staff INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2014 ADDRESS: 255 Winter Mountain Dr, Andreas PA 18211, United States DESCRIPTION: Duties include greeting customers, educating them in regards to our wines, pouring glasses of wine. Also assist in clean-up at end of day.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-25 |
Reach out to this advisor