Best Investors
Account
Sign in
Best Investors
Account
Sign in
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-25 |
Branch Locations
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
196 West Ashland Street Suite 100, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karen W. Dewar Registered Rep | Doylestown | PA | 06/2004 | 12/2016 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 01/2013 | 11/2018 |
| 1682 Wealth Management, Llc | Doylestown | PA | 12/2016 | Present |
| Trustmont Advisory Group, Inc | Greensburg | PA | 10/2014 | 11/2018 |
| Invicta Capital Llc | Oakmont | PA | 11/2018 | Present |
| Invicta Advisors, Llc | Oakmont | PA | 11/2018 | Present |
9/1/2016- DBA 1682 WEALTH MANAGEMENT, LLC, 196 W ASHLAND ST, STE 100, DOYLESTOWN, PA 18901. 40 HPW DURING SECURITIES TRADING HOURS. ADMINISTRATOR PROVIDING ANCELLORY SERVICES AND BUSINESS OPERATING SERVICES. DBA YOUR BEST INTEREST FINANCIAL SERVICES, INC.-100 Springbrooke Blvd. Aston PA 19014. LEASED EMPLOYEE TO 1682 WEALTH MANAGEMENT . 1 HPW. ANCELLORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-29 |
Reach out to this advisor