Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-02-06 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
1550 Pond Road Suite 140, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krs Cpas Llc | Paramus | NJ | 10/2016 | Present |
| Tobin & Collins Cpa Pa | Hackensack | NJ | 06/2003 | 10/2016 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 12/2022 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: SELLING REGISTERED ASSISTANT (SERVICE ADVISOR) | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 & 1550 POND RD SUITE 140, ALLENTOWN, PA 18104 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SELLING REGISTERED ASSISTANT WORKING WITH INSURANCE & INVESTMENTS DOING SALES AND SERVICING OF INSURANCE PRODUCTS INCLUDING PENN MUTUAL LIFE. 2) KRS CPAS LLC | INVESTMENT RELATED: NO | DBA NAME: KRS CPAS LLC | POSITION HELD: LIMITED PARTNER | ADDRESS: 15-01 RIVER ROAD FAIR LAWN NJ 07410 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: ACCOUNTING AND AUDITING BUSINESS.TAX PREPARATIONS 3) FILIP PROPERTIES LLC - RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: MEMBER | ADDRESS: 15-01 RIVER ROAD FAIR LAWN NJ 07410 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PASSIVE RENTAL. 4) FILIP PROPERTIES LLC HOLDINDS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: MEMBER | ADDRESS: 15-01 RIVER ROAD FAIR LAWN NJ 07410 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: HOLDING COMPANY PASSIVE RENTALS. 5) UNITED COLLISION LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 15-01 RIVER ROAD FAIR LAWN NJ 07410 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: AUTO BODY SHOP PASSIVE LIMITED PARTNER 6) S&S VENTURES LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: MEMBER | ADDRESS: 15- 01 RIVER ROAD FAIR LAWN NJ 07410 | START DATE: 12/21/2022 | NATURE OF ACTIVITY: HOLDING COMPANY. | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PASSIVE HOLDING COMPANY. OWNS MINORITY INVESTMENTS OF RENTAL LLC. INVESTMENT CHOICES. 1-2 HOURS PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-24 |
Reach out to this advisor