Best Investors
Account
Sign in
Best Investors
Account
Sign in
Lancaster, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Forge Wealth Management | Spring City | PA | 05/2017 | 08/2017 |
| Milestone Financial Associates, Llc | Spring City | PA | 05/2021 | 01/2025 |
| Bloomsburg University | Bloomsburg | PA | 08/2017 | 05/2018 |
| Bloomsburg University | Bloomsburg | PA | 08/2016 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 01/2025 |
| Harvest Financial Planning Associates, Llc | Lancaster | PA | 01/2025 | Present |
| Valley Forge Wealth Management | Spring City | PA | 05/2018 | 05/2021 |
1.) MCC ReUzit New Holland; Not Investment Related; 1054 S State St, Ephrata, PA 17522; Non-Profit Thrift Store (Resale of donated goods); Board Member & Treasurer; Start Date 05./2024; approx. 5 hour/month with 0 hours during trading hours; Sit on the advisory board of the Thrift store, review and advise on budget, review staffing, review store operations, review finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
Reach out to this advisor