Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
| PA | RA | APPROVED | 2026-05-05 |
Branch Locations
5692 Rising Sun Ave, Philadelphia, PA 19120 • United States
8601 Germantown Ave, Philadelphia, PA 19118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 06/2022 | 06/2025 |
| Jp Morgan Chase Bank, N.A. | Philadelphia | PA | 06/2022 | 06/2025 |
| Target | Philadelphia | PA | 04/2016 | 01/2018 |
| Wells Fargo | Philadelphia | PA | 12/2017 | 05/2022 |
| Nurse Partners Inc | Philadelphia | PA | 04/2016 | 11/2017 |
| Trinity Health Senior Communities - Thsc | Philadelphia | PA | 07/2017 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2025 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 11/2025 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 01/2026 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: REAL ESTATE / INSURANCE POSITION: N/A START DATE: 02/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
Reach out to this advisor