Best Investors Account Sign in
Current Employers
First Affirmative Financial Network Llc

5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-14
  • PA RA
    APPROVED
    Since 2026-07-14

Branch Locations

Rydal, PA • United States

Green Investment Strategies, Incorporated

Rydal, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-28
  • PA RA
    APPROVED
    Since 2023-03-28

Branch Locations

Rydal, PA • 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
Green Investment Strategies, Incorporated Rydal PA 12/2022 Present
Pelusi Estate Planning Alpharetta GA 01/2017 04/2023
Vaughn Management Services Calabasas GA 09/2014 12/2016
First Affirmative Financial Network, Llc Dba Formative Rydal PA 07/2026 Present
  • 12/2022 → Present
    Rydal, PA
  • 01/2017 → 04/2023
    Pelusi Estate Planning
    Alpharetta, GA
  • 09/2014 → 12/2016
    Vaughn Management Services
    Calabasas, GA
  • 07/2026 → Present
    First Affirmative Financial Network, Llc Dba Formative
    Rydal, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21

View on SEC IAPD

More in Rydal, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor