Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-13 |
Branch Locations
1018 N Bethlehem Pike, #C1, Lower Gwynedd, PA 19002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 06/2024 | Present |
| West Chester University | West Chester | PA | 01/2023 | 05/2025 |
| University Of Scranton | Scranton | PA | 08/2021 | 12/2022 |
| Lansdale Catholic High School | Lansdale | PA | 08/2017 | 06/2021 |
| Mater Dei Catholic School | Lansdale | PA | 09/2009 | 06/2017 |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1018 N BETHLEHEM PIKE, SUITE C1, LOWER GWYNEDD, PA 19002 | START DATE: 08/04/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: REDWOOD FINANCIAL ADVISORS LLC | POSITION HELD: AGENT | ADDRESS: 1018 N BETHLEHEM PIKE, SUITE C1, LOWER GWYNEDD, PA 19002 | START DATE: 06/01/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
Reach out to this advisor