Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
2929 Arch St, Philadelphia, PA 19104 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Financial Inc | West Chester | PA | 06/2014 | 08/2021 |
| Royal Alliance Associates | West Chester | PA | 07/2017 | 08/2021 |
| Commonwealth Financial Network | Waltham | MA | 08/2021 | 06/2026 |
| Benjamin And Company | Philadelphia | PA | 08/2021 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2026 | Present |
(1) Benjamin & Company, LLC; DBA; Advisory and Consulting; Investment Related; 2929 Arch Street, Ste 1700, Philadelphia, PA 19104; Advisor; Start 8/2021; 80 hours/month. (2) Benco Union Advisors; Advisory & consulting; Investment Related; 2 Bala Plaza, Ste 300, Bala Cynwyd, PA 19004; Co-owner; Start 2/2/24; 20 hours/month. (3) Benco Union Education; ; Participation Education; Not Investment Related; 2 Bala Plaza, Ste 300, Bala Cynwyd, PA 19004; Co-Owner; Start 2/2/24; 2 hours/month. (4) Fixed Insurance; Solicit fixed insurance sales; Not investment related; 2929 Arch Street, Ste 1700, Philadelphia, PA 19104; Sales; Solicit new business for fixed insurance sales through Benjamin & Company, LLC; 8 hours/month, 8 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-17 |
Reach out to this advisor