Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-09 |
Branch Locations
45 Darby Rd. Suite D, Paoli, PA 19301 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Paoli | PA | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Paoli | PA | 01/2025 | 06/2025 |
| Kestra Investment Services Llc | Paoli | PA | 06/2025 | Present |
| Kestra Advisory Services Llc | Paoli | PA | 06/2025 | Present |
KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR PARTNERS FINANCIAL SERVICES POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/30/1972 ADDRESS: 45 Darby Rd, Suite D, Paoli PA 19301, United States DESCRIPTION: Providing advice and sales for insurance products. MAT FINANCIAL SERVICES POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/02/2025 ADDRESS: 45 Darby Rd Suite D, Paoli PA 19301, United States DESCRIPTION: Marketing and selling insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-25 |
Reach out to this advisor