Best Investors
Account
Sign in
Best Investors
Account
Sign in
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-08-02 |
Branch Locations
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Assoc, Inc | Mt. Laurel | NJ | 05/2001 | Present |
| Wealth Management Associates, Inc | Mt. Laurel | NJ | 02/2002 | Present |
| Securities America, Inc. | Mt. Laurel | NJ | 05/2003 | 06/2024 |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 06/2024 | Present |
1. NONE POSITION: Solo NATURE: INSURANCE SALES-AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2002 ADDRESS: 1909 Route 70 East, Cherry Hill, NJ 08053 DESCRIPTION: Monitor current VAs. Will consider a new VA for a client if the client is interested and it appears suitable for the client 2. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: RIA Representative NATURE: WEALTH MANAGEMENT ASSOCIATES, ADVISOR-- RIA - IAR-INVESTMENT ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/01/2001 ADDRESS: 1909 Route 70 East, Suite 100, Cherry Hill NJ 08003 DESCRIPTION: RIA Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-04 |
Reach out to this advisor