Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-14 |
| CT | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED_RES | 2014-06-25 |
| NC | RA | APPROVED | 2008-10-23 |
| OH | RA | APPROVED | 2008-10-09 |
| CA | RA | APPROVED | 2008-10-06 |
| FL | RA | APPROVED | 2006-10-02 |
| MA | RA | APPROVED | 2006-04-12 |
| RI | RA | APPROVED | 2006-01-18 |
Branch Locations
804 Main Street 1St Floor, Osterville, MA 02655-2047 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | Osterville | MA | 05/1998 | Present |
1) Rental Property, Amelia Island, FL & Captiva, FL; Nature: Vacation Rentals; Position/Title: Co-Owner; Duties: Property upkeep and duties associated with vacation rentals. 2) Town of Barnstable Trust Fund Advisory Committee, Hyannis, MA. Chair - Review portfolio and make suggestions on disbursements to the trustee (Town Manager). Not compensated, 2 hrs./month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-17 |
Reach out to this advisor