Best Investors
Account
Sign in
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-06 |
Branch Locations
115 Bloomingdale Ave, Wayne, PA 19087 • United States
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Conshohocken | PA | 06/2010 | 09/2019 |
| Nations Financial Group, Inc. | Wayne | PA | 09/2019 | Present |
Rental property. not investment related. properties in Royersford, PA. and Ardmore, PA. Nature of business is residential property. Position is owner. Started 9/1/10; Approx 9 hrs/month on this business, none during security trading hours. Duties are as landlord and property manager. // McCloskey Financial Group. 115 Bloomingdale Ave. Wayne, PA 19087. Is investment related. Nature of business is investment and advisory services. Position is Financial Consultant. Started 6/7/2010. Approx 160 hrs/month on business, 160 during security trading hours. duties are as certified financial planner. // Merion Fire Company. 35 Greenfield Ave. Not investment related. nature of business is fire department. Position is Board of Managers and Finance Chair. Started 6/1/17. Approx. 3 hours/month on this business, none during security trading hours. Duties are to manage and oversee basic day to day operations// Sparkle Pony Capital LLC. 504 E Spring Ave. Ardmore, PA 19003. Not investment related. Nature of business is real estate investment and property management. Position is owner. Started 1-17-20. Spend approx 10 hrs/month on this business, 1.5 during security trading hrs. Duties are General property management: 2 residential rental homes, 1 RV/Outdoorsy rental, 1 mixed use property, management through St. Josephs Realty Partners St. Josephs Realty Partners. 115 Bloomingdale Ave. Wayne, PA 19087 Not investment related. Nature of business is real estate and property management. Position is Property Manager for Office building. Started 1/1/2020. Spend approx. 7-10 hours/month on this business, 3 during trading hrs. Duties are management of office building.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-02 |
Reach out to this advisor