Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lds Church | Puebla | 10/2014 | 11/2016 | |
| Department Of Interior Az Strip District | St. George | UT | 12/2016 | 09/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2019 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 11/2021 | 12/2022 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 06/2024 | Present |
1) NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 2450 S GILBERT RD, STE 100, CHANDLER, AZ 85286 | START DATE: 05/30/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40-60 | APPROX TRADING HRS PER MTH: 40-60 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY CREAGER FINANCIAL | INVESTMENT RELATED: YES | DBA NAME: CREAGER FINANCIAL | POSITION HELD: OWNER | ADDRESS: 3874 W SERPENTINE DR, QUEEN CREEK, AZ 65144 | START DATE: 05/30/2024 | NATURE OF ACTIVITY: AN LLC THAT OFFERS PROTECTION AND ABILITY TO HIRE OTHER PROFESSIONALS WHILE CONDUCTING BUSINESS AS AN INDEPENDENT FINANCIAL PROFESSIONAL | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: Offers Life, Health, and Disabilities insurance. Securities offered once registered. 3) NAME OF ACTIVITY THE BACK NINE GOLF, LLC| INVESTMENT RELATED: NO | DBA NAME NA | POSITION HELD: PART OWNER | ADDRESS: 2376 RED CLIFFS DR, SUITE 315, ST GEORGE, UT 84790 | START DATE: 05/30/2024 | NATURE OF ACTIVITY: GOLF SIMULATOR | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 25 | DESCRIPTION OF DUTIES: Oversees operations of a store front for a golf simulator. 4) NAME OF ACTIVITY REVAMP MARKETING | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: OWNER | ADDRESS: 43 N 1250 W, ST. GEORGE, UT 84770 | START DATE: 05/30/2024 | NATURE OF ACTIVITY: MARKETING FOR OUTSIDE BUSINESSES | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: Develops marketing campaigns for local businesses. 5) NAME OF ACTIVITY PEAK RETRIEVERS | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: PART OWNER | ADDRESS: 43 N 1250 W, ST. GEORGE, UT 84770 | START DATE: 05/30/2024 | NATURE OF ACTIVITY: DOG BUSINESS - DOG BREEDING | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: The breeding of hunting dogs. 6) CREAGER CONSULTING | POSITION: Proprietor/Owner | NATURE: Insurance Brokerage, consulting for tax purposes only. S-corp that runs payroll for staffing and a holding company for taxes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/30/2024 | ADDRESS: 3874 W SERPENTINE DR, QUEEN CREEK AZ |DESCRIPTION: Offers Life, Health, and Disabilities insurance, business consulting. 7) GAYNZ FITNESS LLC | POSITION: Partner NATURE: Online fitness training Company.| INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2025 | ADDRESS: 3874 W Serpentine Dr, Queen Creek AZ 85144 | DESCRIPTION: I would like to invest money and be a advisor. I am not the one to run the business on a day to day basis. I would like to help my partners with some cash to get the concept up and running and hopefully receive a benefit long-term. 8) FINANCIAL PROFESSIONAL ACTIVITY | DBA: Connective Financial Partners | POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/01/2026 | ADDRESS: 2450 S Gilbert Rd, Ste 100, Chandler AZ 85286 | DESCRIPTION: This is a marketing arm for our current financial professional business. We are looking to market online with the website and other marketing material previously approved by compliance under the new dba.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-04 |
Reach out to this advisor