Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| HI | RA | APPROVED | 2021-11-22 |
| NC | RA | APPROVED | 2021-11-17 |
| FL | RA | APPROVED | 2019-01-04 |
| ME | RA | APPROVED | 2015-01-23 |
Branch Locations
One City Center Suite 701, Portland, ME 04101 • United States
850 Park Shore Drive Suite 101, Naples, FL 34103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Yarmouth | ME | 01/2015 | Present |
| Janney Montgomery Scott Llc | Naples | FL | 01/2019 | Present |
Self; Fort Myers, FL; Nature: Rental Property; Title/Position: Owner/Landlord; Duties: Periodic rental of FL vacation home; Compensated through rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
Reach out to this advisor