Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-07 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forge Wealth Management | Malvern | PA | 06/2022 | 09/2024 |
| Women's Resource Center | Wayne | PA | 01/2016 | 06/2017 |
| University Of Pennsylvania | Philadelphia | PA | 08/2016 | 05/2019 |
| The Village | Rosemont | PA | 06/2019 | 04/2020 |
| Self-Employed | Wayne | PA | 12/2020 | 05/2022 |
| Purenergy Studio | Paoli | PA | 07/2017 | 06/2019 |
| Purenergy Studio | Paoli | PA | 06/2020 | 12/2020 |
| Principal Life Insurance Company | Wayne | PA | 11/2024 | Present |
| Principal Securities, Inc. | Wayne | PA | 11/2024 | Present |
**WOMEN GOLFERS GIVE BACK POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2025 ADDRESS: 755 North Wayne Avenue, Wayne PA 19087, United States DESCRIPTION: I am involved in their marketing committee. I help with their social media posting and marketing planning. I also volunteer for their local events when they occur. **INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/17/2025 ADDRESS: 550 E. Swedesford Road, Suite 240, Wayne PA 19087, United States DESCRIPTION: Writing outside insurance to include life, DI, LTC, annuities, health, medical, and dental. This will include group and individual products. **DIVORCE GPS POSITION: Marketing NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 755 North Wayne Avenue, Wayne PA 19087, United States DESCRIPTION: Marketing and social media work - creating graphics for events, scheduling posts to social media, creating event descriptions, creating event registration online. Creating graphics for as needed other events and topics. **WOMEN GOLFERS GIVE BACK POSITION: Marketing Committee Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 755 North Wayne Avenue, Wayne PA 19087, United States DESCRIPTION: Title: Marketing Committee Chair. Manage public visibility and growth of WGGB through marketing channels (social media, website, email, etc.). Plan and draft WGGB Newsletter. Manage social media accounts. Support tournament promotions. Manage other volunteers participating in marketing committee. **TREDYFFRIN & EASTTOWN CARE POSITION: Auxiliary Board Member and Volunteer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2025 ADDRESS: PO Box 2111, Southeastern PA 19399, United States DESCRIPTION: The mission of T&E Care is to maintain a network of people providing short-term financial and other material assistance to persons in need in and around the Tredyffrin and Easttown township area. I am a Holiday Drive Board member where I help with their annual Holiday Drive. This supports around 100 local families with gifts and supplies during the holidays. I am also a general volunteer when they need help with other events/programs/etc. As a regular volunteer, I am considered a part of their Auxiliary Board. This is separate from their Board of Directors since I only volunteer and I am not involved in decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-06 |
Reach out to this advisor