Best Investors
Account
Sign in
Best Investors
Account
Sign in
6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2012 | 09/2022 |
| Rockwood Wealth Management | New Hope | PA | 10/2022 | Present |
| Rockwood Wealth Management | New Hope | PA | 10/2022 | Present |
1) OUTSIDE INSURANCE BROKERAGE BUSINESS. 2) YASHAR LACHAYAL, BOARD MEMBER, SINCE 7/2013, 20 HRS./ MONTH. 3) JEWISH FEDERATION OF GREATER PHILADELPHIA, BOARD MEMBER, SINCE 8/2014, 10 HRS./ MONTH. 4) Anti-Defamation League, volunteer/Board member since 9/2013, 15 hr/mo, $0 5) DBA Klazmer Financial Group 6) 91 Investments, LLC Bala Cynwyd, PA , member, since 8/25/2020, 2 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
Reach out to this advisor