Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-23 |
| SC | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
6550 Rock Spring Drive Ste. 535, Bethesda, MD 20817 • United States
West Union, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 05/2015 | Present |
| Maryland Financial Group, Inc | Rockville | MD | 05/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2025 | Present |
(1) 06/08/2015: ABC Holdings of the Mid Atlantic and SE - Non-Variable Insurance - Not Inv rel - At Reported Business Location(s) - Start date:05/7/2015 0 Hrs/Mth - 0 Hrs During Trading. (2) 06/09/2015 - IntegriGen Wealth Management - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start date:06/6/2015 - 160 Hrs/Mth - 7 Hrs During Trading. (3) 06/25/2025 - Samantha Fraelich-Rohe LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 160 Hours Per Month/120 Hours During Securities Trading. (4) 08/14/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - IAR - At Reported Business Location(s) - Start Date 06/23/2025 - 160 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-10 |
Reach out to this advisor