Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-29 |
| PA | RA | APPROVED | 2026-07-17 |
Branch Locations
100 Iron Lake Blvd, Exton, PA 19341 • United States
100 East Dekalb Pike, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oberweis Asset Management | Lisle | IL | 06/2011 | 09/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2020 | 12/2025 |
| Unemployed | Phoenixville | PA | 10/2019 | 11/2020 |
| Td Bank N.A. | King Of Prussia | PA | 07/2026 | Present |
| Td Private Client Wealth Llc | King Of Prussia | PA | 07/2026 | Present |
| Unemployed | Phoenixville | PA | 12/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-27 |
Reach out to this advisor