Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-21 |
Branch Locations
300 East Lombard Street, Baltimore, MD 21054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Annapolis | MD | 11/2022 | 08/2023 |
| First National Bank Of Pennsylvania | Hermitage | PA | 10/2017 | 10/2022 |
| Pnc Bank, N.A | Pittsburgh | PA | 02/2007 | 10/2017 |
| Truist Advisory Services, Inc | Annapolis | MD | 03/2023 | 08/2023 |
| First National Bank Of Pennsylvania | Pittsburgh | PA | 11/2023 | Present |
| Cetera Investment Services Llc | Baltimore | MD | 06/2024 | Present |
| Cetera Investment Advisors Llc | Baltimore | MD | 06/2024 | Present |
| First National Bank Of Pennsylvania | Baltimore | MD | 06/2024 | Present |
WEALTH ADVISOR FOR FIRST NATIONAL TRUST, WORK WITH PROSPECTS, INTERNAL PARTNERS AND CENTERS OF INFLUENCE, WORKS WITH TRUST PORTFOLIO ADVISOR FOR TRUST PLATFORM RECOMMENDATIONS, REFERRALS TO BROKERAGE FINANCIAL ADVISORS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-14 |
Reach out to this advisor