Best Investors
Account
Sign in
Best Investors
Account
Sign in
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Insurance | Greensburg | PA | 01/2008 | 01/2022 |
| Commonwealth Financial Network | Sewickley | PA | 03/2015 | 06/2017 |
| Touchstone Capital, Inc. | Pittsburgh | PA | 09/2015 | 12/2021 |
| Lucas Wealth Management Llc Dba Lucas Wealth And Insurance Plann | Greensburg | PA | 05/2010 | 04/2026 |
| Creative Financial Designs | Kokomo | IN | 09/2022 | Present |
Lucas Wealth Management, LLC DBA Lucas Wealth and Insurance Planning; not investment related; 471 Lexington drive, Greenburg, PA 15601; Medicare insurance consulting and sales; Owner/president; 5/19/2010; 80 hours/month; 40 hours/month; educational workshops, insurance consultation and sales 2.) Firm Foundations Financial Group, LLC; Investment Related; 201 Penn Center Blvd Suite 400, Pittsburgh, PA 15235; Financial Advisory and Insurance Planning; Managing Partner and Wealth Advisor; 1/2024; 40 hours per month; 40 hours per month; managing day to day operations as well as providing investment and financial advice to clients 3.) ScottLucasBooks.com; Non-Investment Related; 471 Lexington Drive, Greenburg, PA 15601; Authorship and marketing of books; Owner/Author; 03/18/26; 10hrs/mo; 0hrs/mo; Writing and selling the books and their corresponding strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-23 |
Reach out to this advisor