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Abigail Randall Mccloskey

Affinity Wealth Management LLC

Wilmington, DE

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Current Employers
Affinity Wealth Management Llc

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2019-03-06
  • DE RA
    APPROVED
    Since 2019-03-06

Branch Locations

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abby Randall Insurance Agency Newark DE 11/2012 Present
Entirety Insurance, Llc Newark DE 11/2013 02/2017
Pike Creek Financial Group Wilmington DE 03/2015 01/2018
Affinity Wealth Management Llc Wilmington DE 01/2018 Present
  • 11/2012 → Present
    Abby Randall Insurance Agency
    Newark, DE
  • 11/2013 → 02/2017
    Entirety Insurance, Llc
    Newark, DE
  • 03/2015 → 01/2018
    Pike Creek Financial Group
    Wilmington, DE
  • 01/2018 → Present
    Affinity Wealth Management Llc
    Wilmington, DE
Other Businesses

INDEPENDENT INSURANCE AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-13
S63 Uniform Securities Agent State Law Examination 2012-05-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-13
  • S63 Uniform Securities Agent State Law Examination
    2012-05-01
Designations
Other Names
  • Abby Randall
  • Abigail Randall Mccloskey
  • Abigail Eaton Randall

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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