Best Investors
Account
Sign in
275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED_RES | 2020-01-21 |
| PA | RA | APPROVED | 2007-01-04 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Ambassador Advisors, Llc | Lancaster | PA | 01/2007 | 12/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2011 | 10/2024 |
| Sevenoneseven Capital Management, Llc | Lancaster | PA | 05/2019 | Present |
| American Portfolio Advisors, Inc | Holbrook | NY | 04/2015 | Present |
| Faithward Advisors Llc | Lancaster | PA | 12/2023 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) GLATFELTER INSURANCE GROUP POSITION: Insurance Agent NATURE: PROPERTY & CASUALTY INSURANCE REFERRALS INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2010 ADDRESS: 183 Leader Heights Road, York PA 17402, United States DESCRIPTION: Refer P&C business for a portion of commissions 2) AEVITAS LAW FIRM / LEGAL SERVICES - ESTATE PLANNING-LEGAL ADVICE, DOCUMENT PREP. AS OF 2009, 40 HRS/MO. 3) RIA & DBA - AMERICAN PORTFOLIOS ADVISORS, SECURITIES RELATED, START DATE 10/1/14. FINANCIAL ADVISOR. 8 HOURS DEVOTED PER MONTH, 8 HOURS DURING MARKET HOURS. 4) CORNERSTONE PREGNANCY CARE SERVICES IS A PREGNANCY CENTER IS NON SECURITIES RELATED AND STARTED IN JAN 2006. IS A BOARD MEMBER DEVOTES 2 HRS PER MONTH. 1/4/12 6) PENNINGDON PARTNERS, LTD. REAL ESTATE HOLDING COMPANY. 50% OWNER. NOT INVESTMENT RELATED. START DATE 1/1/14. 4 HOURS DEVOTED PER MONTH, 1 HOUR DURING MARKET HOURS. 7) FIXED INSURANCE AGENT POSITION: insurance agent NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2008 ADDRESS: 256 Bloomfield Drive, Lititz PA 17543, United States DESCRIPTION: Fixed insurance Agent 8) FAITHWARD ADVISORS POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/20/2023 ADDRESS: 275 Hess Blvd, STE 100, Lancaster PA 17601-4272, United States DESCRIPTION: IAR for an Outside RIA 9) CAROLI CREATIVE POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 256 Bloomfield Drive, Lititz PA 17543, United States DESCRIPTION: Manager for LLC set up for children to invest in art/theatrical projects 10) INTEGRITY TRANSFER AND ABSTRACT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 277 Millwood Road, Lancaster PA 17603, United States DESCRIPTION: Managing Member 11) AEVITAS PROPERTIES POSITION: Rental NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 139 Wardell Street, Corning NY 14830, United States DESCRIPTION: Review of Property Management Activities/Financials 12) FAITHWARD HOLDINGS POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2024 ADDRESS: 275 Hess Blvd, STE 200, Lancaster PA 17601-4272, United States DESCRIPTION: CEO of holding company for Faithward Family of Companies, including Faithward Resources, Faithward Advisors, and SevenOneSeven Capital 13) AEVITAS LAW FIRM DBA THE SNAVELY LAW FIRM AND JAY CLARK AND ASSOCIATES POSITION: Managing Member NATURE: Legal Advice; Estate, Charitable Planning; Document Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2009 ADDRESS: 275 Hess Blvd, STE 101, Lancaster PA 17601, United States DESCRIPTION: Attorney
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
Reach out to this advisor