Best Investors
Account
Sign in
Best Investors
Account
Sign in
3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-20 |
| PA | RA | APPROVED | 2019-06-26 |
Branch Locations
3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Chalfont | PA | 03/2014 | 01/2017 |
| Pruco Securities,Llc | Chalfont | PA | 03/2014 | 01/2017 |
| The Leaders Group Inc | Littleton | CO | 01/2017 | 08/2017 |
| Lpl Financial, Llc | Doylestown | PA | 09/2017 | 11/2018 |
| Great Valley Advisor Group, Inc | Doylestown | PA | 09/2017 | 11/2018 |
| Duke And Duke Wealth Management Llc | Doylestown | PA | 06/2019 | Present |
| New Perspective Financial Group | Perkasie | PA | 01/2017 | 05/2019 |
| Secure Retirement Strategies | Doylestown | PA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-25 |
Reach out to this advisor