Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-14 |
| OH | RA | APPROVED | 2021-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trihealth | Cincinnati | OH | 08/2012 | 01/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 07/2019 | Present |
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: OMEGA FINANCIAL GROUP | POSITION HELD:AGENT/EMPLOYEE | ADDRESS: 7458 JAGER CT.CINCINNATI, OH 45230 | START DATE: 3/3/2020 | 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 & SERVICE FOR MULTIPLE CARRIERS, (ALSO COLLECTING A SALARY WORK INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)BASKETBALL COACH | POSITION: COACH | NATURE: COACHING MY SONS' BASKETBALL TEAM AT HIS SCHOOL | INVESTMENT RELATED: NO | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 0 | START DATE: 11/06/2025 | ADDRESS: 4475 MOUNT CARMEL TOBASCO RD, CINCINNATI OH 45244 | DESCRIPTION: COACHING 4/5TH GRADE BOYS BASKETBALL TEAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-12 |
Reach out to this advisor