Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-08 |
| PA | RA | APPROVED | 2017-12-08 |
Branch Locations
2005 S Easton Rd [Dm-Rbo], Doylestown, PA 18901 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Doylestown | PA | 04/2012 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 12/2017 | Present |
PARADISE POINT HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; LAKEVILLE,PA; BOARD MEMBER; START DATE 09/1/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE BUSINESS OF THE DAY, BYLAWS, RULES AND REGULATIONS. RENTAL PROPERTY, INVT RELATED, MARCO ISLAND, FL, 50% OWNERSHIP, START DATE 4/4/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER. EXECUTOR FOR MOTHER; INV RELATED; DOYLESTOWN; PA; START: 6/6/2024; 5 HOURS A MONTH; 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-14 |
Reach out to this advisor