Best Investors
Account
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Best Investors
Account
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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-25 |
Branch Locations
420 East Park Ave Suite 306, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Presbyterian Church Of Orlando | Orlando | FL | 05/2023 | 07/2023 |
| Massmutual South Carolina | Greenville | SC | 05/2022 | 05/2023 |
| Clemson University | Clemson | SC | 08/2019 | 05/2023 |
| Southern First Bank | Greenville | SC | 05/2021 | 01/2022 |
| Pizza Hut | Greenville | SC | 05/2020 | 01/2021 |
| Holly Tree Country Club | Simpsonville | SC | 02/2019 | 08/2019 |
| Walmart | Greenville | SC | 12/2018 | 02/2019 |
| Piedmont Home Educators | Greenville | SC | 07/2013 | 05/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2023 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 08/2023 | Present |
NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC PLANNING GROUP | POSITION HELD: AGENT | ADDRESS: 420 EAST PARK AVE, SUITE 306, GREENVILLE, SC 29601 | START DATE: 08/16/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 100 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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