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 | 2011-08-01 |
Branch Locations
1860 Charter Lane Suite 203, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2011 | Present |
| Clear Wealth Partners | Lancaster | PA | 11/2020 | Present |
| Sherman Werst Wealth Advisors | Lancaster | PA | 01/2013 | 08/2018 |
| Align Wealth Strategies | Lancaster | PA | 08/2018 | 11/2020 |
1.Fixed insurance sales; as of 08/17/2011; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Clear Wealth Partners, LLC; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 12/01/2020; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-11 |
Reach out to this advisor