Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-18 |
Branch Locations
1251 Waterfront Place, Suite 525,, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axios Advisory Group Ltd. | Wexford | PA | 01/2004 | 07/2025 |
| Pensionmark Financial Group, Llc Dba/ Axios Advisory Group | Santa Barbara | CA | 09/2015 | 07/2025 |
| Capfinancial Securities | Raliegh | NC | 09/2015 | 09/2017 |
| Pensionmark Securities, Llc | Wexford | PA | 09/2017 | 07/2025 |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
| American Pension Benefits | Wexford | PA | 12/1994 | 07/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 07/2025 | Present |
(1) AMERICAN PENSION BENEFITS; NON-INVESTMENT RELATED; 115 VIP DR, SUITE 120, WEXFORD, PA 15090; RETIREMENT PLAN ADMINISTRATION (TPA); Principal; 01/01/2023; 80 HRS MONTH; 80 HRS DURING TRADING HOURS; RUN THE OPERATIONS OF THE COMPANY, INCLUDING ALL DAY TO DAY OPERATIONS, MARKETING AND SALES. (2) AXIOS ADVISORY GROUP, LTD; INVESTMENT RELATED; 115 VIP DR, SUITE 120, WEXFORD, PA 15090; NON VARIABLE INSURANCE AND INVESTMENT ADVISORY; MANAGING DIRECTOR/AGENT; 12/1994; 50 HRS MONTH; 50 HRS MONTH; CLIENT ADVISORY AND SELLING NON VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-27 |
Reach out to this advisor