Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 Market Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
1900 Market Street, Philadelphia, PA 19103 • United States
Seagoville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stream Realty | Dallas | TX | 05/2015 | Present |
| Freeman Capital | Charlotte | NC | 05/2022 | 05/2023 |
| Wealth More Enterprise, Inc. | Philadelphia | PA | 02/2024 | Present |
the name of the other business: Stream Realty whether the business is investment-related: No the address of the other business: 2001 Ross Ave, Suite 400, Dallas, TX 75201 the nature of the other business: Commercial RE Firm your position: Accounting Manager title, or relationship with the other business: Accounting Manager the start date of your relationship: 5/2015 the approximate number of hours/month you devote to the other business: 30 the number of hours you devote to the other business during securities trading hours: 30 and briefly describe your duties relating to the other business: Financial Accounting and Reporting/ Accountant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-06 |
Reach out to this advisor