Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-03 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sky Queen Investments, Llc | Bryn Mawr | PA | 12/2024 | Present |
| Air Products And Chemicals | Allentown | PA | 02/2001 | 06/2022 |
| Radnor High School | Radnor | PA | 08/2025 | Present |
| Bloom Energy | San Jose | CA | 06/2022 | 06/2023 |
| World Financial Group | Atlanta | GA | 10/2010 | Present |
| Transglobal Holding Company | Las Vegas | NV | 02/2024 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 08/2026 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SKY QUEEN INVESTMENTS | POSITION HELD: INVESTMENT ADVISORY REPRESENTATIVE | ADDRESS: 810 SPROUL ROAD, BRYN MAWR, PA 19010 | START DATE: 12/15/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: TRANSGLOBAL HOLDING COMPANY | POSITION HELD: INVESTMENT ADVISORY REPRESENTATIVE | ADDRESS: 6085 W TWAIN AVE, LAS VEGAS, NV 89103 | START DATE: 02/15/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 70 | APPROX TRADING HRS PER MTH: 60 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 3)REAL ESTATE | INVESTMENT RELATED: NO | DBA NAME: BERKSHIRE HATHAWAY HOME SERVICES FOX & ROACH | POSITION HELD: REALTOR | ADDRESS: 431 W LANCASTER AVENUE, DEVON, PA 19333 | START DATE: 02/27/2020 | NATURE OF ACTIVITY: REAL ESTATE | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 4 | DESCRIPTION OF DUTIES: REAL ESTATE AGENT FOR HOMES AND PROPERTIES. 4)COACH | INVESTMENT RELATED: NO | DBA NAME: RADNOR HIGHSCHOOL | POSITION HELD: TENNIS COACH | ADDRESS: 130 KING OF PRUSSIA ROAD, RADNOR, PA 19087 | START DATE: 08/25/2025 | NATURE OF ACTIVITY: COACH | APPROX HRS PER MTH: 24 | APPROX TRADING HRS PER MTH: 12 | DESCRIPTION OF DUTIES: SEASONAL TENNIS INSTRUCTOR. 5)MORTGAGE SERVICES | INVESTMENT RELATED: NO | DBA NAME: EMORTGAGESHOP | POSITION HELD: LOAN OFFICER | ADDRESS: 207 GOVERNORS COURT, PHILADELPHIA, PA 19146 | START DATE: 12/02/2025 | NATURE OF ACTIVITY: MORTGAGE SERVICES | APPROX HRS PER MTH: 4 | APPROX TRADING HRS PER MTH: 3 | DESCRIPTION OF DUTIES: PROVIDE LOAN SERVICES. 6)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: INVESTMENT ADVISORY REPRESENTATIVE | ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 08/03/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 70 | APPROX TRADING HRS PER MTH: 60 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 7)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WORLD FINANCIAL GROUP | POSITION HELD: INVESTMENT ADVISORY REPRESENTATIVE | ADDRESS: 11315 JOHNS CREEK PKWY, JOHNS CREEK, GA 30097 | START DATE: 12/2010 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 4 | APPROX TRADING HRS PER MTH: 3 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-08 |
Reach out to this advisor