Best Investors
Account
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Best Investors
Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| PA | RA | APPROVED | 2022-05-06 |
Branch Locations
196 Main Street, Harleysville, PA 19438 • United States
714 Souderton Gdns, Souderton, PA 18964 • United States
140 Easton Rd, Warrington, PA 18976 • United States
1661 Easton Rd #B2A, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggie's Waterfront Cafe | Philadelphia | PA | 03/2015 | 02/2020 |
| Citizens Securities, Inc | Westwood | MA | 06/2017 | 12/2020 |
| Citizens Bank, N.A | Fort Washington | PA | 03/2015 | 03/2022 |
| Citizens Securities, Inc | Westwood | MA | 03/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Warrington | PA | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Warrington | PA | 04/2022 | Present |
| Curley's Pub | Philadelphia | PA | 01/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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