Best Investors
Account
Sign in
Best Investors
Account
Sign in
113B Floral Vale Blvd #3, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
| NJ | RA | APPROVED | 2023-08-22 |
| PA | RA | APPROVED | 2023-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 11/2011 | 05/2023 |
| Bank Of America, N.A. | Princeton | NJ | 02/2012 | 05/2023 |
| Crossover Capital Brands Llc Dba Crossover Capital | Berwyn | PA | 05/2023 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; YARDLEY, PA; INSURANCE SALES; AGENT; 5/2023; HOURS DEPENDENT ON CLIENT NEED; SERVICING CLIENTS. 2. OFF-CENTER DIGITAL ASSET FUND; INVESTMENT RELATED;YARDLEY PA; MEMBER 04/2024; LESS THAN 5 HOURS PER MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
Reach out to this advisor