Best Investors
Account
Sign in
Best Investors
Account
Sign in
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-05-03 |
| PA | RA | APPROVED | 2021-04-30 |
Branch Locations
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2018 | 03/2021 |
| Kildare's Irish Pub | West Chester | PA | 01/2016 | 01/2018 |
| West Chester University | West Chester | PA | 09/2013 | 05/2017 |
| Nest Investments Bd Llc | Conshohocken | PA | 03/2021 | Present |
| Nest Investments Llc | Conshohocken | PA | 03/2021 | Present |
03/2021 to Present: I am registered as an advisor with the parent company, Nest Egg, as well as a registered representative of Nest Investments BD LLC, a FINRA registered broker/dealer. 09/2022 to Present: I am licensed representative of Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
Reach out to this advisor