Best Investors
Account
Sign in
3021 Wilmington Rd, New Castle, PA 16105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-31 |
| PA | RA | APPROVED | 2019-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sa Stone Wealth Managament Inc. Dba Williams-Cleaveland Financia | New Castle | PA | 09/2014 | 07/2019 |
| Sa Stone Investment Advisors Inc. Dba Williams-Cleaveland Financ | New Castle | PA | 01/2015 | 07/2019 |
| Storehouse Investments Llc | New Castle | PA | 07/2019 | Present |
| Williams-Cleaveland Company | New Castle | PA | 09/2011 | 02/2020 |
| Simonae Lyles, Sole Proprietor | New Castle | PA | 02/2020 | 08/2021 |
| Slippery Rock University | Slippery Rock | PA | 09/2023 | Present |
| Storehouse Education Llc | New Castle | PA | 01/2025 | Present |
| Simonae Lyles, Sole Proprietor | New Castle | PA | 02/2025 | Present |
| Simonae Lyles, Sole Proprietor | New Castle | PA | 02/2015 | Present |
1)YMCA 20 W WASHINGTON ST NEW CASTLE, PA 16101 BOARD MEMBER NATURE: COMMUNITY SERVICE DUTIES: ATTEND MEETINGS AND EVENTS. VOTE ON MATTERS OF THE ORGINZATION, REPRESENT ORGANIZATION IN THE COMMUNITY. APPROX HOURS SPENT: 3 APPROX MARKET HOURS SPENT: 3 2)Lawrence Community Foundation 7 West State Street Suite 301 Sharon, PA 16146 Date Started: 9/20/2017 Title: Board Member NON-Investment Related Nature: Non-Profit organization connecting donors with non-profits organizations that share their same mission and distributing donated funds. Duties: Review grant requests and vote with the entire board on requests and amounts given. Market the non-profit organization in the community. Approx how many hours per month spent on this OBA: 2. 1 during Market Hours. 3) Slippery Rock University 1 Morrow Way Slippery Rock, PA 16057 Date Started: 9/2023 Title: Part-time Instructor NON-Investment Related Nature: Teacher/Educator Duties: To instruct students. Approx how many hours per month spent on this OBA: 60hours/52 hours during Market Hours. 5)Storehouse Education LLC Investment related: No Address: New Castle, PA Title: Owner Nature of business: Education Duties: Financial Education through workbooks and workshops Start: 01/2025 Hours 10 per month 0 during trading hours 6) Simonae Lyles, Sole Proprietor Investment related: No Address: New Castle, PA Title: Tax Preparer/Accountant Nature of business: Tax Preparation Duties: Preparing taxes Start: 02/2020 Hours 10 per month 10 during trading hours 7) Simonae Lyles, Sole Proprietor Investment related: No Address: New Castle, PA Title: Rental Property Owner Nature of business: Rental Property Start: 02/2015 Hours 2 per month 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-21 |
Reach out to this advisor