Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-26 |
Branch Locations
2923 Willow Street Pike Mailstop: 18B-0813, Willow Street, PA 17584 • United States
1415 Lititz Pike Mailstop: 18B-0254, Lancaster, PA 17601 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Exton | PA | 05/2018 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Exton | PA | 01/2022 | 08/2022 |
| Footlocker Inc. | Philadelphia | PA | 05/2008 | 04/2018 |
| The Pourhouse | Exton | PA | 08/2019 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Lancaster | PA | 08/2022 | 09/2024 |
| Target, Inc. | Exton | PA | 05/2022 | 07/2022 |
| Pj Whelihan's Restaurant | Lancaster | PA | 08/2024 | 11/2025 |
| Charles Schwab & Co, Inc | Camp Hill | PA | 09/2024 | 11/2025 |
| Charles Schwab Bank, Ssb | Camp Hill | PA | 09/2024 | 11/2025 |
| Citizens Securities, Inc. | Lancaster | PA | 11/2025 | Present |
Hempfield Area School District PTO|Investment Related: No|320 Mumma Drive, Landisville, PA, 17538, United States of America|Nonprofit Charitable Organizations|Vice President|8/1/2024|Less than 20 hour/month - 0 during trading hours|Attending Parent Teacher Organization meetings, providing input on events being held, fundraisers or ways to assist the students of the school. Event planning and fundraising follow-through.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
Reach out to this advisor