Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Cranberry Twp | PA | 07/2006 | 11/2021 |
| Park Avenue Securities Llc | Cranberry Twp | PA | 07/2006 | 11/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2021 | 02/2024 |
| Bpg Planning | Township | PA | 11/2021 | Present |
| Weber Insurance Agency | Cranberry Twp | PA | 04/1998 | 02/2024 |
| Erie Insurance | Cranberry Twp | PA | 04/1998 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | Present |
| Capital Analysts | Fort Washington | PA | 02/2024 | Present |
BROKERAGE SOURCE POSITION: Broker/Agent NATURE: Fixed Annuities & Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2019 ADDRESS: 1 Forest Wood Dr., Suite 111, Pittsburgh PA 15237, United States DESCRIPTION: Sale and service of fixed annuities/insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-05 |
Reach out to this advisor