Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-10-03 |
Branch Locations
595 E. Swedesford Road Suite 300, Wayne, PA 19087 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bala Cynwyd | PA | 06/1984 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 03/1985 | Present |
[Sims, Giles & Associates; Four rental units; P.O. Box 13218, Philadelphia, PA 19101; Start Date: 01/2005; Role/Title: Owner; Investment related; 28 hours per month] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Guardian,700 South Street, Pittsfield, MA 01201; Start Date 04/2015; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-27 |
Reach out to this advisor