Best Investors
Account
Sign in
Best Investors
Account
Sign in
2651 Carnegie Road, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Manchester | PA | 12/2017 | 09/2022 |
| Primerica Financial Services | Manchester | PA | 09/2017 | 09/2022 |
| Thornton Automotive | Red Lion | PA | 06/2017 | 09/2017 |
| Blaise Alexander York Inc | Red Lion | PA | 06/2016 | 06/2017 |
| Central York School District | York | PA | 07/2021 | Present |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | Present |
| Integrated Wealth Solutions, Llc | York | PA | 03/2025 | Present |
1) Wrestling Coach 601 Mundis Mill Road York PA 17406 - devotes 32 hours per month with none during trading hours with coaching only 3 months a year. Not investment related. 2) TruChoice Financial Group 4320 N George St Ext Manchester, PA 17345, Insurance Agent since 5/2023, Life Insurance sales; 40 hours per week, investment related. 3) Broker Dealer which I receive commissions for sales. I use FIG for insurance and fixed products. I have an LLC to use as a DBA for my business: Firm Foundation Wealth LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-14 |
Reach out to this advisor