Best Investors
Account
Sign in
Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
2 South Main Street Suite 400, Pittston, PA 18640 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Wilkes-Barre | PA | 09/2009 | 01/2019 |
| Golden Wealth Management | Pittston | PA | 01/2019 | 03/2026 |
| Private Client Services, Llc | Wilkes-Barre | PA | 01/2019 | 03/2026 |
| Farther | Pittston | PA | 03/2026 | Present |
Independent Insurance Agent; not investment-related; started 11/1987; approximately 2 hours per month, 2 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
Reach out to this advisor