Best Investors
Account
Sign in
Best Investors
Account
Sign in
32 Collis Lane Suite A, Chester, NJ 07930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-15 |
| VA | RA | APPROVED | 2023-11-22 |
Branch Locations
32 Collis Lane Suite A, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 10/2018 |
| Janney Montgomery Scott Llc | Washington | DC | 10/2018 | 11/2019 |
| Janney Montgomery Scott Llc | Washington | DC | 11/2019 | 11/2021 |
| Janney Montgomery Scott Llc | Washington | DC | 11/2021 | 07/2022 |
| Janney Montgomery Scott Llc | Richmond | VA | 07/2022 | 11/2023 |
| Women's Wealth Boutique | Chester | NJ | 11/2023 | Present |
1) Carnelian Wealth Solutions, Temple Hills, MD; Not Investment Related; Life and Spirituality Coaching; Position/Title: Owner; Duties: Transformational Coach who assists and supports moms in moving from stress to structure; Provide one-on-one coaching and courses to moms striving to become more spiritually satisfied. Start 2/17/2022; Devotes 12 hours/month; compensated. 2) CWS Bookkeeping; Not Investment Related; 8716 Landmark Road, Suite A Henrico, Virginia, 232338; Bookkeeping; CEO; Owner; December 1, 2025; 10; 0; Tracking daily transactions, Preparing monthly financial reports, Managing accounts payable and receivable;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-24 |
Reach out to this advisor