Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-05 |
Branch Locations
70 N State Street, Warren, PA 16365 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lions Gate Wealth Management | Warren | PA | 04/2023 | 01/2024 |
| Watson Memorial Home | Warren | PA | 09/2014 | 03/2023 |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Lions Gate Wealth Management | Warren | PA | 01/2024 | Present |
Watson Memorial Home, 1200 Conewango Ave. Warren, PA 16365 Not an investment related business This is a Personal Care Home for elderly women. I am training the new Administrator who was hired when I resigned. I work very minimal hours (4-8 per month) to assist the new Administrator with learning the processes of her new role. This part-time relationship began in April 2023. The hours that I work at Watson Memorial Home are primarily on Saturdays and Sundays and some occasional evenings, so these hours are not worked during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-04 |
Reach out to this advisor