Best Investors
Account
Sign in
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-26 |
| PA | RA | APPROVED | 2019-11-25 |
Branch Locations
Pittsburgh, PA • United States
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel Abraham | Cranberry Twp | PA | 01/2009 | Present |
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 04/2015 | 02/2017 |
| Qualified Planning | San Diego | CA | 11/2016 | Present |
9/2019; ABRAHAM FINANCIAL PLANNING, INVESTMENT AND INSURANCE RELATED, 227 COCHRAN ROAD, PITTSBURGH, PA 15228, INSURANCE AGENT, OWNER, APPROXIMATELY 40-50 HOURS PER MONTH, APPROXIMATELY 2-3 HOURS DURING TRADING HOURS, OWNER, INSURANCE SALES AND FINANCIAL ADVISING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-26 |
Reach out to this advisor