Best Investors
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2025-09-23 |
| CA | RA | APPROVED | 2025-09-11 |
| WA | RA | APPROVED | 2024-08-02 |
| DE | RA | APPROVED | 2023-09-18 |
| CT | RA | APPROVED | 2023-05-11 |
| FL | RA | APPROVED | 2023-03-08 |
| VT | RA | APPROVED | 2023-03-08 |
| NJ | RA | APPROVED | 2022-01-26 |
| NY | RA | APPROVED | 2022-01-26 |
| PA | RA | APPROVED | 2022-01-26 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Bridgewater | NJ | 11/1998 | 10/2020 |
| Noto Insurance Advisors Llc | Bridgewater | NJ | 03/2005 | 02/2019 |
| Pruco Securities Llc | East Brunswick | NJ | 11/2020 | 01/2022 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 11/2020 | 01/2022 |
| Td Bank N.A. | Nassau | NJ | 01/2022 | 01/2023 |
| Td Private Client Wealth Llc | Nassau | NJ | 01/2022 | Present |
| Td Bank N.A. | Princeton | NJ | 02/2023 | Present |
OBA Name: 11 Liberty Drive; Position: Owner; Address: 11 Liberty Drive, Langhorne PA 19067; Duties: Landlord; Percent time devoted: 1%; Number of hours per month devoted: 1 hr; Number of hours per month during trading hours devoted: 0 hrs; Start Date: 2/17/2016; Investment Related: No;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-20 |
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