Best Investors
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Best Investors
Account
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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
Branch Locations
6220 Lower York Rd Ste E, New Hope, PA 18938 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2026 | Present |
| State Farm | Doylestown | PA | 10/2023 | 10/2025 |
| Encompass Wealth & Legacy Planning Llc | New Hope | PA | 10/2025 | Present |
| Wawa | Horsham | PA | 08/2020 | 02/2021 |
| Giuseppes's Pizza & Family Restaurant | Warminster | PA | 05/2017 | 05/2019 |
| Kemp Harvest Financial Group | Harleysville | PA | 12/2022 | 01/2023 |
| Grove City College | Grove City | PA | 08/2019 | 05/2023 |
| Unemployed | Warminster | PA | 06/2023 | 09/2023 |
| Unemployed | Warminster | PA | 03/2016 | 04/2017 |
Encompass Wealth & Legacy Planning Position: Client Associate Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 10/1/2025 Address: 6220 Lower York Road, Suite E New Hope, PA 18938 Description: Servicing, financial planning prep assistance, client outreach, taking exams
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
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