Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-14 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
8500 Brooktree Rd. Suite 210, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hart, Mcconahy & Martz, Inc. | Erie | PA | 11/1993 | Present |
| Renshaw,Hart,Grae & Mcconahy Inc. | Erie | PA | 11/1993 | Present |
| Voya Financial Advisors | Erie | PA | 09/2014 | 08/2017 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 08/2017 | Present |
1) INDEPENDENT INSURANCE AGENT,YE; 2562 W 12TH ST STE 250 ERIE PA 16505; FIXED INSURANCE ;INDEPENDENT INSURANCE AGENT; 9/17/10; 160/160; SALE OF FIXED INSURANCE PRODUCTS. 2) HART, MCCONAHY & MARTZ, INC. - Erie PA 16505, United States POSITION: President NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/23/1993 DESCRIPTION: Insurance sales and service 3) 4M HOLDINGS, LLC;NO;901 LORD RD, FAIRVIEW, PA 16415;LAND;OWNER/PRESIDENT;03/01/2017;10/0;PURCHASE LAND TO BUILD ON.NO DUTIES AT THIS TIME. 4) SAFE HARBOR CONDOMINIUM ASSOCIATION - Erie PA 16505, United States POSITION: VP NATURE: Condominium association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/08/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-15 |
Reach out to this advisor