Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 Corporate Circle, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | Harrisburg | PA | 05/2026 | Present |
| Triad Advisors | Atlanta | GA | 09/2023 | 08/2024 |
| Personal Wealth | East Petersburg | PA | 01/2023 | 08/2023 |
| Donegal School | Mount Joy | PA | 06/2022 | 01/2023 |
| Christian Schools | Harrisburg | PA | 06/2021 | 06/2022 |
| Puroclean | Cleveland | TN | 08/2018 | 05/2021 |
| Lee University | Cleveland | TN | 08/2014 | 07/2018 |
| Osaic Wealth, Inc. | Hershey | PA | 08/2024 | 02/2025 |
| Osaic Advisory Services | Atlanta | GA | 09/2023 | 01/2025 |
| Merit Financial Advisors | Hershey | PA | 02/2025 | 05/2026 |
| Purshe Kaplan Sterling Investment | Albany | NY | 02/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
Reach out to this advisor