Best Investors
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Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| PA | RA | APPROVED | 2023-10-04 |
Branch Locations
West Chester, PA • United States
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Newtown Square | PA | 06/2022 | 10/2022 |
| Mml Investors Services, Llc | Newtown Square | PA | 04/2023 | Present |
| Massmutual Life Insurance Co | Newtown Square | PA | 04/2023 | Present |
| Waters Edge | Mount Pleasant | SC | 05/2018 | 01/2023 |
| Banana Cabana | Isle Of Palms | SC | 05/2015 | 12/2018 |
| The Basement | Mount Pleasant | SC | 02/2023 | 06/2023 |
| Wando High School | Mount Pleasant | SC | 09/2014 | 06/2018 |
1) NAME: HEATH PROPERTY MANAGEMENT, LLC INV REL: Y ADD: 739 SPARK STREET, MOUNT PLEASANT, SC 29464 NATURE: THE LLC HOLDS A PROPERTY AND I HAVE OWNERSHIP IN THE LLC POSITION: PARTNER START DATE: 08/22/2020 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SILENT PARTNER 2) NAME: PREMIER INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 01/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE, DISABILITY & FIXED ANNUTIES 3) NAME: WALKER WEALTH MANAGEMENT, LLC INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA 19073 NATURE: OWNER OF LLC USED FOR TAXES POSITION: OWNER START DATE: 12/31/2025 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING:0 DESCRIBE DUTIES: OWNER OF LLC USED FOR TAXES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
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