Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Dallas | TX | 01/2023 | 01/2024 |
| Massmutual Life Insurance Company | Dallas | TX | 10/2022 | 01/2024 |
| Level Capital Llc | Tucson | AZ | 02/2022 | 10/2022 |
| Western Digital | Irvine | CA | 04/2014 | 01/2022 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 04/2024 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 16633 N DALLAS PARKWAY, SUITE 525, ADDISON, TX 75001 | START DATE: 04/04/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) IT CONSULTING | INVESTMENT RELATED: NO | DBA NAME: YAM.AI | POSITION HELD: OWNER | ADDRESS: 11134 MOSAIC DR, FRISCO, TX 75035 | START DATE: 04/04/2024 | NATURE OF ACTIVITY: IT CONSULTING | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: PROVIDE IT CONSULTING AS DATA ARCHITECT FOR DATA ANALYTICS-RELATED PROJECTS TO VARIOUS CLIENTS. COMPUTER PROGRAMMING. 3) DBA - NOVEL WEALTH STRATEGIES | POSITION: Agent NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/07/2024 | ADDRESS: 16633 N Dallas Pkwy, Ste 525, Addison TX 75001 | DESCRIPTION: Sales of insurance products and annuities, investments and planning 4) TAX PREPARATION FOR INTUIT, PROTAXSERVE. VECTORSTONE GROUP | POSITION: Employee NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 02/28/2025 | ADDRESS: 11134 Mosaic Dr, Frisco TX 75035 | DESCRIPTION: Consult clients to get tax related information, advise on tax strategies and help them prepare returns using tax software or prepare tax returns for them 5) SOFTWARE DEVELOPMENT FOR YAM.AI | POSITION: Proprietor/Owner NATURE: Software and application development, Data and AI consulting | INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2026 | ADDRESS: 11134 Mosaic Dr, Frisco TX 75035 |DESCRIPTION: Data and AI related projects, software development and IT consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-17 |
Reach out to this advisor