Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-19 |
| TX | RA | APPROVED_RES | 2016-09-19 |
Branch Locations
790 Township Line Road Suite 175, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Yardley | PA | 07/2007 | Present |
1. Middletown Monthly Meeting of Friends; 453 West Maple Avenue, Langhorne, PA 19047; House of Worship; Treasurer Education Fund; Deposit checks to bank and provide annual audit info; 01/02/1998; 0.5 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Coxton Lake Environment Preserve; 33 Sterling Street, Newton, PA 18940; Land preservation conservancy; Treasurer; Prepare once a year financial statements; 08/02/2021; 5 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 3. A Marlyn Moyer Scholarship Foundation; 409 Hood Blvd PO Box 511 Fairless Hills PA 19030; To award 1st Year College Scholarships to Students who apply for Financial Assistance to this Endowed Scholarship Fund; Board Member; To review Scholarship Applications, as a Group and determine the most qualified recipients based on Need, Community Service and other Community Oriented activity; 06/17/2024; 6.00hrs/year; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-13 |
Reach out to this advisor