Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 Market Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-15 |
Branch Locations
1900 Market Street, Philadelphia, PA 19103 • United States
South Amboy, NJ • United States
Iselin, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-02 |
| NJ | RA | APPROVED | 2010-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lbt Wealth Management, Llc | Iselin | NJ | 07/2011 | Present |
| Freeman Capital Advisors, Llc | Charlotte | NC | 08/2019 | 05/2023 |
| Lbt Insurance Services, Llc | Iselin | NJ | 07/2011 | Present |
| Wealth More Enterprise, Inc. | Philadelphia | PA | 02/2024 | Present |
the name of the other business: LBT Wealth Mgmnt LLC, LBT Insurance LLC whether the business is investment-related: Yes the address of the other business: 33 Wood Ave, Suite 600, Islen, NJ 08830 the nature of the other business: Wealth Management & Insurance Brokerage your position: President/IAR/Broker title, or relationship with the other business: President/IAR/Broker the start date of your relationship: 1/2010 the approximate number of hours/month you devote to the other business: 80 the number of hours you devote to the other business during securities trading hours: 80 and briefly describe your duties relating to the other business: Richard has his own RIA and offers wealth management and Insurance services to his clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-15 |
Reach out to this advisor