Best Investors
Account
Sign in
Best Investors
Account
Sign in
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-21 |
Branch Locations
1033 Alliance Park Dr Suite 101, Bloomsburg, PA 17815 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Logistics | Milton | PA | 11/2014 | 02/2021 |
| Appelman Financial | Bloomsburg | PA | 11/2020 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2020 | Present |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 01/2022 | Present |
DBA APPELMAN FINANCIAL , 250 SCHOOLHOUSE RD, BLOOMSBURG, PA 17815- START DATE 10/23/2020. CLIENT RELATIONSHIP MANAGER / WEALTH MANAGEMENT. 40 HPW DURING SECURITIES TRADING HOURS. INSURANCE ACTIVITY INCLUDES LIFE, ANNUITIES, HEALTH, PENNE BROKER LTC AND MEDICARE.-APPROX 16 HPM. COLUMBIA COUNTY EDGEWORKS- 98 HOUCK HOLLOW RD BLOOMSBUR PA 17815 START DATE 01-2025 - OWNER- SHARPENING SERVICES TO LOCAL INDIVIDUALS- 2 HPM CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION- 725 W FRONT ST BERWICK PA 18603- START DATE 11/2025- BOARD MEMBER-RESPONSIBLE FOR FINDING DONORS- LESS THAN 1hpm COLUMBIA COUNTY EDGEWORKS- TOOL SHARPENING SERVICES TO LOCAL INDIVIDUALS- 0 HOURS DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-21 |
Reach out to this advisor