Best Investors
Account
Sign in
Best Investors
Account
Sign in
7 Rathton Rd, York, PA 17403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-13 |
| PA | RA | APPROVED | 2017-03-31 |
Branch Locations
7 Rathton Rd, York, PA 17403 • United States
1630 Manheim Pike, Lancaster, PA 17601 • United States
5000 Ritter Road, Mechanicsburg, PA 17055 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Adams Financial Group, Inc. | York | PA | 04/2012 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2012 | 03/2017 |
| Wellington Adams Investment Advisory, Llc | York | PA | 03/2017 | Present |
| 7 Rathton Road, Llc | York | PA | 07/2014 | Present |
WELLINGTON ADAMS FINANCIAL GROUP, INC. INVESTMENT RELATED; 04/12. PARTNER/INSURANCE AGENT; INSURANCE SERVICES INCLUDING, FIXED ANNUITIES; YORK, PA 80/MO, 40 DURING SECURITIES TRADING. 7 RATHTON ROAD, LLC; NON-INVESTMENT RELATED; YORK, PA; REAL ESTATE HOLDING COMPANY; 1 HOUR/MONTH; 0 HOURS DURING SECURITIES TRADING; 50% OWNER OF REAL ESTATE HOLDING COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-13 |
Reach out to this advisor