Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 Chesterfield Parkway, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-03-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Planco Financial Services, Inc. | Wayne | PA | 10/1985 | Present |
| Pacer Financial Inc | Paoli | PA | 01/2008 | Present |
| Pacer Advisors, Inc. | Paoli | PA | 01/2008 | Present |
ENTERED INTO AN OPTION AGREEMENT JUNE, 2012 TO ACQUIRE A 24.5% INTEREST IN PF, LLC, A SERVICES COMPANY LOCATED AT 500 Chesterfield parkway, Malvern, PA. BUSINESS INVESTMENT OPTION IS STILL OUTSTANDING AND REMAINS UN-EXERCISED. INVESTMENT RELATED INVESTOR ONLY 0 HOURS PER MONTH ARE DEVOTED TO THIS ACTIVITY AND 0 HOURS PER MONTH ARE DEVOTED TO THE ACTIVITY DURING SECURITIES TRADING HOURS NO POSITION AS A COMPANY OFFICER OR DIRECTOR. Uber, Philadelphia, PA, Taxi-Limousine Service, Non-Investment Related, Position-Uber Driver, Start Date 10/06/2016, Duties Performed-Driving/Transportation, Approximately 30 Hours Per Month Devoted To The Business, 0 Hours Devoted To The Business During Securities Trading Hours, Do Not Have Position as Company Officer/Director/Etc. 500 Chesterfield Parkway Holdings LLC, Address of Business - 500 Chesterfield Parkway, Malvern, PA, Nature of Business - Limited Liability Company, Business is Investment Related, Hold position as Passive Investor (24.5%), Start Date of relationship with business - 09/10/2019, duties related to the business - Membership Interest in LLC, 0 hours per month devoted to the business, 0 hours devoted to the business during trading hours, Hold position as company officer. War Horse Stables. Address of business - 500 Chesterfield Parkway, Malvern, PA. Nature of Business - Racing Stables. Business is Not Investment Related. Hold position as Partner. Start date - Q1, 2020. Duties related to the business - Passive Investment in Trotting and Pacing race Horses. 0 hours devoted to the business per month. 0 hours devoted to the business during securities trading hours. Do Not hold position as a company Officer / Director, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-17 |
Reach out to this advisor