Best Investors
Account
Sign in
20 W. Lancaster Ave Suite 3, Shillington, PA 19607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-27 |
Branch Locations
20 W. Lancaster Ave Suite 3, Shillington, PA 19607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1847 Financial/Hornor, Townsend, Kent, Inc. | Horsham | PA | 03/2014 | 05/2021 |
| Hyperion Financial | Shillington | PA | 01/2021 | Present |
| Mohler Insurance | Reading | PA | 06/2018 | 09/2019 |
Name: The College Dude. Investment-Related: No. Address: 20 W. Lancaster Ave., Suite 3, Shillington, PA 19607. Nature: Financial Aid and Student Loan Counseling. Position: Counselor. Start Date: 09/2023. Approximate Number of Hour Per Month: 10-15. Approximate Number of Hours During Securities Trading Hours: 5-10. Duties: Provide information, education, and counseling to parents on college funding and to graduates on student loan repayment. Name: MoneyGeek. Investment-Related: No. Address: 50 Washington St., Ste. 301, Reno, NV 89503. Nature: Financial literacy and education website. Position: Expert reviewer and content provider. Start Date: 10/2023. Approximate Number of Hours Per Month: 5-10. Approximate Number of Hours During Securities Trading Hours: 1-5. Duties: Create informational and educational content for website on personal finance; review content produced by others prior to publication. Name: American Financial Education Alliance (AEFA). Investment-Related: No. Address: 349 Copperfield Blvd. NE, Suite L#106, Concord, NC 28025. Nature: Non-profit organization promoting financial wellness education. Position: Instructor. Start Date: 07/2024. Approximate Number of Hours Per Month: 5-10. Approximate Number of Hours During Securities Trading Hours: 1-5. Duties: Create and present informational and educational content for group workshops; conduct individual strategy sessions with workshop participants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-10 |
Reach out to this advisor