Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-07 |
Branch Locations
1018 N. Bethlehem Pike Suite 101, Lower Gwynedd, PA 19002 • United States
400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 02/2011 | 07/2021 |
| Gwynedd Wealth Partners, Llc | Lower Gwynedd | PA | 11/2012 | 07/2021 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 02/2015 | 07/2021 |
| Integrity Financial Advisors, Llc | Wenham | MA | 07/2021 | Present |
1)INSURANCE BROKERAGE - DBA: ADVANCED FINANCIAL PARTNERS, LLC, INVESTMENT-RELATED, 1018 NORTH BETHLEHEM PIKE, SUITE 100, LOWER GWYNEDD, PA 19002, LIFE INSURANCE SALES AND SERVICES, PRESIDENT/PARTNER/AGENT, START DATE: 01/01/80, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25- 40, DUTIES: INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)ADVISORY BOARD MEMBER - DBA: ADVANCED FINANCIAL PARTNERS, LLC, NOT INVESTMENT-RELATED, 1018 NORTH BETHLEHEM PIKE, SUITE 100, LOWER GWYNEDD, PA 19002, FINANCIAL PLANNING TOOL, ADVISORY BOARD MEMBER/USER, START DATE: NOVEMBER 2008, : APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-26 |
Reach out to this advisor