Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-02-04 |
| VT | RA | APPROVED | 2025-10-01 |
| MD | RA | APPROVED | 2025-09-15 |
| NJ | RA | APPROVED | 2022-07-25 |
| DE | RA | APPROVED | 2022-07-22 |
| PA | RA | APPROVED | 2022-05-25 |
Branch Locations
1726 Walnut Street, Philadelphia, PA 19103 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Philadelphia | PA | 03/2022 | Present |
| Td Private Client Wealth Llc | Philadelphia | PA | 03/2022 | Present |
| Td Bank | Philadelphia | PA | 02/2020 | Present |
| Bank Of America | Conshohocken | PA | 10/2017 | 01/2020 |
| Afh Sotheby's International Realty | Atlanta | GA | 08/2014 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
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