Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2014 | 02/2025 |
| Fluffing Feathers & Flour Bake Shop | Phelps | NY | 08/2024 | 01/2025 |
| Hornor, Townsend & Kent | Wilmington | DE | 02/2025 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: RIVENT PARTNERS | POSITION HELD: ASSISTANT | ADDRESS: 28 LAWRENCE STREET, ROCHESTER NY 14607 | START DATE: 02/03/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY EAGLE STAR HOUSING | INVESTMENT RELATED:NO | DBA NAME: NA | POSITION HELD: BOARD MEMBER | ADDRESS: 7189 BRENT KNOLL, VICTOR NY 14564 | START DATE: 12/01/2024 | NATURE OF ACTIVITY: ESH PROVIDES TEMPORARY, TRANSITIONAL, AND PERMINATE HOUSING FOR LOCAL VETERANS | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 1 | DESCRIPTION OF DUTIES: APPROVE & DENY UPCOMING PROJECTS, ADDRESS AND PROVIDE SOLUTIONS FOR ONGOING CONCERNS WITHIN THE COMPANY, DEVELOP FUNDRAISING OPPORTUNITIES FOR THE COMPANY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-27 |
Reach out to this advisor