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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-11-13 |
Branch Locations
Haddon Field, NJ • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research , Inc. | Fairfield | IA | 03/2010 | 11/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2010 | 11/2019 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2019 | Present |
| Trustmont Advisory Group, Inc | Greensburg | PA | 11/2019 | Present |
1) POOL DOCTOR, LLC, 210 3RD AVE, HADDON HEIGHTS, NJ 08035. SWIMMING POOL SERVICE COMPANY. PRESIDENT, DUTIES INCLUDE WORK-FLOW MANAGEMENT, CONCULTING, DESIGNING AND TECHNICIAN TRAINING. SEASONAL-10 HPW NOT DURING SECURITES TRADING HOURS. 2)SOUTH JERSEY OLDE GUARDE FOUNDATION, 711 FULTON ST, CHERRY HILL, NJ 08002. BEGAN 1/1/99 AS SECRETARY FOR NON-PROFIT. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH, NONE DURING TRADING. 3) PENNSYLVANIA LODGE 2 F&AM, 1 NORTH BROAD STREET, PHILADELPHIA, PA, 06/2001. TRUSTEE, GUIDE THE DIRECTION, REVIEW AND AUDIT SPENDING. 3 HPM NOT DURING SECURITIES TRADING HOURS. 4)DBA HUBERT WEALTH LLC, 241 MERION AVE, HADDONFIELD,NJ 08033. PRESIDENT, FINANCIAL PLANNING PRACTICE 10 HPW DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-16 |
Reach out to this advisor