Best Investors
Account
Sign in
Best Investors
Account
Sign in
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-01-29 |
Branch Locations
1033 Alliance Park Dr Suite 101, Bloomsburg, PA 17815 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appelman Financial | Bloomsburg | PA | 07/1999 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 08/2004 | Present |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 01/2007 | Present |
OWNER OF APPELMAN FINANCIAL, 250 SCHOOLHOUSE ROAD, BLOOMSBURG, PA 17815. OFFICE MANAGEMENT-START DATE 5/1999. 15 HRS PER WEEK. INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE AND FIXED ANNUITIES. START DATE -2/2009, 1 HOUR PER WEEK. INVESTMENT RELATED. TAX PREPARATION APPROX 30 HRS PER WEEK FROM FEB THROUGH APRIL.START DATE-1/2003. EARNED "REGISTERED TAX RETURN PREPARER" (RTRP) THROUGH IRS JUNE 22, 2012 AND IS APPROVED TO USE THIS DESIGNATION. REGISTERED PARAPLANNER QUALIFIED PROFESSIONAL- FPQP -JULY 2002 - CURRENT. PA NOTORY PUBLIC- START DATE-10/2014. 15 MINS PER WEEK. CHARTERED SPECIAL NEEDS CONSULTANT- CHSNC- STARE DATE: FEB 2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
Reach out to this advisor