Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-05 |
Branch Locations
18 Church Road, Malvern, PA 19355 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | 01/2019 |
| Forefront Wealth Management | Malvern | PA | 01/2019 | 03/2026 |
| Waverly Advisors, Llc | Birmingham | AL | 12/2025 | Present |
CO-TRUSTEE WITH COUSIN; INVESTMENT RELATED; PHILADELPHIA, PA; START DATE 1/2013; 2 HRS PER MONTH. POWER OF ATTORNEY FOR FATHER; INV. RELATED; WYNNEWOOD, PA; START DATE 9/1/2016; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1980-12-23 |
Reach out to this advisor