Best Investors
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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Markets | New York | NY | 06/2016 | 03/2020 |
| N/A | N/A | PA | 03/2020 | 08/2020 |
| Blackrock Inc | Wilmington | DE | 08/2020 | 09/2024 |
| Rockwood Wealth Management | New Hope | PA | 10/2024 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 10/2024 | Present |
Door Dash; Delivery; Not investment related; 302 2nd Street San Francisco CA 94107; Description: This is doing food delivery through door dash. It is on weekends so has zero impact on my availability to ability to do my job; Responsibilities: Deliver food/items for Door Dash; 2026-07-24; 0 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-19 |
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