Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-06 |
Branch Locations
4163 William Penn Hwy,, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edgewood Country Club | Pittsburgh | PA | 07/2012 | 07/2017 |
| Citizens Bank, N/A | Pittsburgh | PA | 11/2017 | 03/2019 |
| Citizens Securities, Inc | Pittsburgh | PA | 11/2017 | 02/2018 |
| Citizens Securities, Inc | Pittsburgh | PA | 12/2017 | 03/2019 |
| Citizens Bank, Na | Pittsburgh | PA | 02/2018 | 03/2019 |
| Royal Alliance | Hopwood | PA | 04/2019 | 10/2020 |
| Fields Financial Services | Hopwood | PA | 04/2019 | 10/2020 |
| Jp Morgan Chase Bank | Pittsburgh | PA | 12/2020 | Present |
| Jp Morgan Securities Llc | Pittsburgh | PA | 12/2020 | Present |
| Massmutual Pittsburgh | Pittsburgh | PA | 07/2017 | 11/2017 |
| Gbu Financial Life | Pittsburgh | PA | 05/2019 | 12/2020 |
| Cincinnati Life Insurance Company | Columbus | OH | 09/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
Reach out to this advisor