Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-04-26 |
Branch Locations
1399 Stewartstown Road Suite 100, Morgantown, WV 26505 • United States
Morgantown, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Morgantown | WV | 09/2016 | 11/2017 |
| Tiaa | Morgantown | WV | 07/2014 | 11/2017 |
| Clear Mountain Bank | Morgantown | WV | 11/2017 | 04/2024 |
| Lpl Financial Llc | Morgantown | WV | 11/2017 | 04/2024 |
| Tiaa | Morgantown | WV | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Morgantown | WV | 04/2024 | Present |
(1) H & K FARMS POSITION: member NATURE: I am 25% owner of 38 acres of land where we have farming. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2019 ADDRESS: Goshen Road, Rock Cave WV 26234, United States DESCRIPTION: Camp/Farm (2) Name: United Way of Monongalia and Preston Counties Position: Board Member Nature: I am a board member for United Way, supporting their mission to serve the community of Monongalia and Preston County. "Mission Statement: The United Way of Monongalia and Preston Counties enhances the quality of life in our community by helping those in need. Vision Statement: The United Way of Monongalia and Preston Counties will be the leader in building a stronger and healthier community by developing resources and creating partnerships to empower individuals to improve their lives. History Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 09/01/2022 Address: 278C Spruce Street, Morgantown WV 26505, United States Description: Board Meetings (3) KNIGHT PROPERTIES POSITION: Owner NATURE: 2 Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: Home Address, Morgantown WV 26508, United States DESCRIPTION: Owner of rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
Reach out to this advisor