Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-14 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 05/2018 | Present |
| Kent State University | Kent | OH | 08/2014 | 05/2018 |
| Labriola's Italian Market | Verona | PA | 10/2012 | 12/2016 |
| Hornor Townsend & Kent Llc | Horsham | PA | 08/2018 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE, SUITE 400, PITTSBURGH PA 15220 | START DATE: 8/1/2018 | NATURE OF ACTIVITY: MULTILINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: VIGILANT WEALTH PARTNERS | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE. STE 400, 381 MANSFIELD AVE. STE 400, PITTSBURGH, PA 15220 PITTSBURGH, PA 15220 | START DATE: 10/28/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3)BNI ALLEGHENY VALLEY CHAPTER PRESIDENT | POSITION: OFFICER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 10/01/2023 | ADDRESS: 713 E RAILROAD AVE, PITTSBURGH PA 15147, UNITED STATES | DESCRIPTION: AS PRESIDENT OF THE BNI CHAPTER I WILL BE RUNNING THE WEEKLY MEETINGS FOR OUR GROUP OF 15 MEMBERS. THIS IS A ROLE IN THE SPECIFIC CHAPTER WITHIN WESTERN PA BNI. THE PURPOSE OF THE MEETINGS IS TO GENERATE AND PASS REFERRALS BETWEEN MEMBERS WHO ARE OWNERS AND SALESPEOPLE IN VARIOUS UNRELATED INDUSTRIES. THIS IS A ONE YEAR TERM THAT I WILL HOLD FROM 10/01/2023-10/01/2024.I WILL NOT HAVE CHECK WRITING OR SIGNING AUTHORITY IN THIS ROLE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-16 |
Reach out to this advisor