Best Investors
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Best Investors
Account
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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
1550 Pond Road Suite 140, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Gleason Associates Llc | Pottstown | PA | 11/2017 | Present |
| Hoffman & West Pc | Gilbertsville | PA | 01/2007 | 11/2017 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 10/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND ROAD, SUITE 140, ALLENTOWN, PA 18104 | START DATE: 10/03/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)CPA/ACCOUNTING SERVICES | INVESTMENT RELATED: NO | DBA NAME: J GLEASON ASSOCIATES LLC | POSITION HELD: OWNER | ADDRESS: 928 E HIGH STREET, POTTSTOWN, PA 19464 | START DATE: 11/2017 | NATURE OF ACTIVITY: TAX PREP | APPROX HRS PER MTH: 180 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: TAX PREPERATION, BOOKKEEPING, PAYROLL SERVICES & BUSINESS ADMINSTRATION.
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