Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethlehem | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethlehem | PA | 11/2016 | 09/2017 |
| Lpl Financial Llc | Bethlehem | PA | 11/2017 | 06/2025 |
| Peoples Security B & T | Bethlehem | PA | 11/2017 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Lehigh Valley Investment Group | Whitehall | PA | 06/2025 | Present |
1. Fixed insurance sales; as of 1/01/2025; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-02 |
Reach out to this advisor