Best Investors
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Account
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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
4295 San Felipe Suite 300, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 06/2025 | 02/2026 |
| Sands Investment Group | King Of Prussia | PA | 05/2024 | 03/2025 |
| Janssen Pharmaceutical Companies Of Johnson & Johnson | Titusville | NJ | 05/2023 | 08/2023 |
| Princeton Strategies | Philadelphia | PA | 09/2022 | 12/2022 |
| Lowes | Hatfield | PA | 05/2021 | 08/2021 |
| Opinions | Lansdale | PA | 06/2019 | 08/2019 |
| Kumon North America Inc. | Lansdale | PA | 11/2019 | 04/2020 |
| Penndale Middle School | Lansdale | PA | 08/2014 | 05/2017 |
| North Penn High School | Lansdale | PA | 08/2017 | 03/2020 |
| Temple University | Philadelphia | PA | 08/2021 | 05/2024 |
| North Penn High School | Lansdale | PA | 03/2020 | 06/2020 |
| Temple University | Lansdale | PA | 08/2020 | 07/2021 |
| Inzeko Llc | Lansdale | PA | 06/2024 | 01/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 06/2025 | 02/2026 |
| Data Shrubs Llc | Landsdale | PA | 02/2026 | 07/2026 |
| Symphony Financial, Ltd. Co. | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-08 |
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