Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-10-31 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
54 Highland Ave Unit #1, Manchester Center, VT 05255 • United States
87 N. Main St Suite 2, Rutland, VT 05701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vergennes | VT | 11/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2015 | Present |
1)11/20/15-Vermont Retirement Planners, LLC/DBA for LPL Business/100% / Vergennes, VT 2)11/20/15-Notary/1%/Vergennes, VT 3) 12/03/2015 * Private Advisor Group, LLC * Registered Investment Advisor * Hybrid) Private Advisor Group * inv rel * time spent 100%. 4) 12/03/2015 - Vermont Retirement Planners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2015. I expect to spend approximately 80 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. 5) 9/19/2017 - NHR Holdings LLC - Investment Related - 54 Highland Ave Manchester Center, VT and 87 N. Main St Rutland VT - Real Estate Rental - Started 09/15/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 6) 9/25/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/15/2017 - 2 Hours Per Month/1 Hour During Securities Trading - Fixed annuity, life insurance. 7 )08/16/2022- NHRL,LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only-Start Date- 06/30/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-07 |
Reach out to this advisor