Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-17 |
| NY | RA | APPROVED | 2021-11-12 |
| OH | RA | APPROVED | 2021-11-12 |
| TX | RA | APPROVED_RES | 2021-11-12 |
| FL | RA | APPROVED | 2017-06-06 |
| DC | RA | APPROVED | 2011-12-07 |
| MD | RA | APPROVED | 2011-11-11 |
| OK | RA | APPROVED | 2011-11-11 |
Branch Locations
121 East Main Street, Ligonier, PA 15658-1228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Baltimore | MD | 11/2011 | 02/2018 |
| Janney Montgomery Scott Llc | Stuart | FL | 03/2018 | 12/2024 |
| Janney Montgomery Scott Llc | Ligonier | PA | 01/2025 | Present |
1) The Source; Christian outreach to the poor and homeless; 1015 Commerce Ave. Vero Beach, FL 32960; Start date 5/08/2020; Board member; help provide direction on the building of affordable housing; 5hrs/month; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-16 |
Reach out to this advisor