Best Investors
Account
Sign in
Best Investors
Account
Sign in
1429 West Broad Street, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-03 |
| PA | RA | APPROVED | 2025-04-01 |
Branch Locations
3401 Quebec St. Suite 4600, Denver, CO 80207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thinkequity | New York | NY | 01/2024 | 01/2025 |
| Unemployed | Easton | PA | 08/2023 | 01/2024 |
| Fordham University Graduate School | Bronx | NY | 08/2022 | 08/2023 |
| Roth Mkm Partners Llc | Newport Beach | CA | 06/2022 | 07/2022 |
| Pkf Mark Iii Inc. | Newtown | PA | 05/2018 | 08/2018 |
| Fordham University | Bronx | NY | 08/2018 | 05/2022 |
| Wilson Area High School | Easton | PA | 08/2014 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2025 | Present |
| The O'HAgan Group, Inc. | Bethlehem | PA | 02/2025 | Present |
1.) The O'Hagan Group. Investment Related. At Registered Location. RIA. IAR. 2/2025. 140. 130. Investment Research and Clerical work. 2.) Purshe Kaplan Sterling Investments. Investment Related. At Registered Location. Broker Dealer. Registered Representative. 2/2025. 160 Hours. 160 Hours during securities trading hours. sale of brokerage products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-06 |
Reach out to this advisor