Best Investors
Account
Sign in
Best Investors
Account
Sign in
The Villages, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| MN | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED_RES | 2024-08-09 |
| PA | RA | APPROVED | 2013-04-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Self | Lansdale | PA | 07/1999 | Present |
| Networth Asset Management, Inc | Lansdale | PA | 12/2012 | Present |
| Intercarolina Financial Services, Inc. | Grensboro | NC | 07/2015 | 03/2024 |
| Transitional Broker Llc. | Draper | UT | 03/2024 | Present |
1)WEALTH PLANNERS GROUP ( SHUMSKI FINANICAL GROUP); NOT INVESTMENT RELATED; 159 PINECREST LANE LANSDALE, PA; SELLING INSURANCE: PRESIDENT; 01/01/2002-CURRENT; 20 HOURS/MONTH; 20 DURING SECURITY TRADING HOURS; SELLING LIFE HEALTH DISABILITY AND FIXED ANNUITIES.CONSULTING FOR DEBT & ESTATE MANAGEMENT. BUSINESS CONSULTING.RIA OF THE FIRM NET WORTH ASSET MGT. BOARD MEMBER OF NATIONAL ASSOCIATION INSURANCE AND FINANCIAL ADVISORS STATE BOARD, 4% TIME 0% OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-25 |
Reach out to this advisor