Best Investors
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Account
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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-03 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
Cherry Hill, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2021 | 08/2022 |
| Green Side Up | West Berlin | NJ | 05/2021 | 10/2021 |
| The Bullet Hole | Gettysburg | PA | 08/2017 | 05/2021 |
| Crystal Lake Pool | Haddon Township | NJ | 05/2015 | 08/2017 |
| Haddon Township Schools | Haddon Township | NJ | 09/2011 | 06/2017 |
| Gettysburg College | Gettysburg | PA | 08/2017 | 05/2021 |
| Wsfs Bank | Mount Laurel | NJ | 06/2020 | 08/2020 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 12/2022 | 08/2026 |
| Unemployed | Collingswood | NJ | 09/2022 | 11/2022 |
| Agia | Houston | TX | 03/2023 | 08/2026 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
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