Best Investors
Account
Sign in
Best Investors
Account
Sign in
700 Kinderkamack Rd Suite 200, Oradell, NJ 07649 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-30 |
Branch Locations
700 Kinderkmack Rd. Ste. 200, Oradell, NJ 07649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Financial Services Holdings Llc | Harrington Park | NJ | 01/2009 | Present |
| The Investment Advisor Alliance Llc | Harrington Park | NJ | 01/2009 | Present |
| Wealth Protection Solutions Llc | Harrington Park | NJ | 01/2009 | 02/2021 |
| Advisor Technology Services Llc | Harrington Park | NJ | 01/2009 | Present |
| Bespoke Wealth Design Llc | Harrington Park | NJ | 10/2016 | Present |
| Intelliflo Advisers Inc | Atlanta | GA | 03/2021 | Present |
KEELER FINANCIAL SERVICES HOLDINGS LLC and subsidiaries; NOT INVESTMENT RELATED; PO BOX 231, HARRINGTON PARK, NJ 07401; HOLDING COMPANY; CEO, MANAGING MEMBER; STARTED 01/2009; 10 HRS/MONTH; 5 HRS/MONTH DURING TRADING HOURS; MANAGE AND RUN BUSINESS AFFAIRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
Reach out to this advisor