Best Investors
Account
Sign in
2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-20 |
Branch Locations
2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ownership Advisors, Inc | Independence | OH | 12/2011 | 08/2018 |
| Lpl Financial Llc | Cleveland | OH | 01/2012 | 08/2018 |
| Private Wealth Insurance Consulting | Pittsburgh | PA | 09/2018 | 04/2019 |
| Millennium Brokerage Group | Brentwood | TN | 08/2018 | Present |
| The Leaders Group, Inc | Littleton | CO | 08/2018 | 12/2020 |
| Private Wealth Services, Llc | Pittsburgh | PA | 04/2019 | Present |
1.) MILLENNIUM BROKERAGE GROUP - 8/31/2018 - 100 Winners Circle, Suite 410, Brentwood, TN 37027 - Wholesaler, Sales, Invt Rel, Insurance Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PRIVATE WEALTH SERVICES, LLC - 3/27/2019 - 111 Spyglass Drive, Pittsburgh, PA 15229 - Business Owner, Management, consulting, sales, service, Not Invt Rel, Insurance consulting business (non variable), 80 hrs/mo; 60 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 9/16/2019 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-18 |
Reach out to this advisor