Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-10 |
| PA | RA | APPROVED | 2010-06-22 |
| TX | RA | APPROVED_RES | 2005-07-07 |
Branch Locations
985 Berkshire Blvd, Wyomissing, PA 19610 • United States
Sinking Spring, PA • United States
Bradenton, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wyomissing | PA | 08/1981 | Present |
| Bank Of America, N.A. | Wyomissing | PA | 06/2011 | Present |
I*68460 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JAMES E GEOSITS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: WYOMISSING, PENNSYLVANIA 19610 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/1/2012 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NORTHHAMPTON ,PA 18067 I*77690 For profit or not for profit: For-Profit Organization Name of outside business organization: geosits enterprise Investment related: Y Address of business: sinking spring, Pennsylvania 19608 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 7/15/1997 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: construction of townhouses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-28 |
Reach out to this advisor