Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-24 |
Branch Locations
200 Abington Executive Park Suite 207, Clarks Summit, PA 18411 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abington Financial Group | Clarks Summit | PA | 01/1994 | Present |
| Aig American General Life Insurance Company | Clarks Summit | PA | 10/2002 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Clarks Summit | PA | 09/2023 | 06/2024 |
| Lpl Financial, Llc | Clarks Summit | PA | 06/2024 | Present |
1) 06/2024 -Non-Variable Insurance / Inv. Related / Clarks Summit, PA / Start date 05/13/2024 - 10 Hrs per month - 5 % Time Spent 2) 06/2024 - Eynon Sturges Hose Company #3 / Outside/W-2 Employment / Firefighter / Not Inv. Related / Archbald, PA / Start date 05/13/2024 - 5% Time spent 3) 06/2024 - Abington Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 4) 06/2024 - AbingtonB2B Networking Group / Other - Networking Group / Founder of a networking group / Not Investment related / Clarks Summit, PA - 10 Hrs per month - 1% Time Spent 5) 01/07/2026 - Abington Financial Group Tax Services - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 12/17/2025 - 8 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-09 |
Reach out to this advisor