Best Investors
Account
Sign in
Best Investors
Account
Sign in
80 West Tioga Street, Tunkhannock, PA 18657 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-08 |
| PA | RA | APPROVED | 2008-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone House Investment Management, Llc | Montrose | PA | 03/2008 | Present |
| Burke Enterprises, Llc | Tunkhannock | PA | 05/2008 | Present |
1. Stone House Tax, Business & Municipal Accounting, LLC; Non-Investment Related Business; 158 W Tioga Street, Tunkhannock, PA 18657; Director; 10% of time devoted to this business; since November 2021, business direction and guidance. 2. Indemnitree, LLC; NOT investment related; 158 West Tioga Street, Tunkhannock, PA 18657; Insurance Sales; Director; Since May 10, 2022; Number of hours devoted to the other business: 1 hour/month; Number of hours devoted during securities trading hours: 0 hours/month; Review and approve high-level decisions 3. Burke Enterprises, LLC; Investment Related; 48 Wyoming Ave, Tunkhannock, PA 18657; Independent Contractor; 05/12/2008; 25% of time spent on business; 25% of time spent during trading hours; Provide financial advisory services to Stone House Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-15 |
Reach out to this advisor