Best Investors
Account
Sign in
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-11 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 06/2020 | 07/2025 |
| Hobbs Group Advisors, Llc | Columbia | SC | 05/2018 | 06/2020 |
| Good Life Cafe | Columbia | SC | 08/2017 | 12/2019 |
| Full-Time Education | Columbia | SC | 08/2016 | 05/2020 |
| Main Street Financial Solutions, Llc | Newtown | PA | 07/2025 | Present |
OBA Name: CWA Fiduciary Services, LLC Investment Related: No Location: 254 W Lancaster Ave, Suite A, Malvern, PA 19355 Business Type: TTEE Services Position/Title: Partner Start Date: 03/31/2026 Hours per Month: 10 Hours During Trading: 0 Accounts for more than 10% of your time or income? No Description: CWA Fiduciary Services LLC provides trustee and fiduciary services to families and individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
Reach out to this advisor