Best Investors
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Account
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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | PA | 08/2015 | 05/2019 |
| Apple Leisure Group | Newtown Square | PA | 02/2018 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Jamison | PA | 06/2019 | 08/2020 |
| Unemployed | Chalfont | PA | 07/2020 | 11/2020 |
| Td Bank Group | Chalfont | PA | 11/2020 | 03/2021 |
| Archer Investment Advisors (Now Aim Advisors) | Berwyn | PA | 03/2021 | 08/2021 |
| Kemp Harvest Financial Group | Harleysville | PA | 09/2021 | 06/2024 |
| Lpl Financial Llc | Harleysville | PA | 09/2021 | 06/2024 |
| Rockwood Wealth Management | New Hope | PA | 07/2024 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-08 |
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