Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-12 |
Branch Locations
350 Sparta Ave., Bld A, Ste A2, Sparta, NJ 07871 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 04/2014 | 12/2016 |
| Cetera Advisors | Denver | CO | 02/2017 | 06/2018 |
| International Assets Advisory, Llc | Sparta | NJ | 04/2019 | 01/2021 |
| International Assets Investment Management, Llc | Sparta | NJ | 04/2019 | 01/2021 |
| Keller Wealth Management Group, Llc | Sparta | NJ | 04/2014 | 04/2019 |
| Coastal Equities, Inc. | Wilmington | DE | 01/2021 | 01/2023 |
| Coastal Investment Advisors | Wilmington | DE | 01/2021 | 01/2023 |
| Lpl Financial Llc | Sparta | NJ | 01/2023 | Present |
1- 01/2023 / Elite Retirement Consultants LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / SPARTA, NJ 2- 01/09/2023 - Keller Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/06/2023 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-23 |
Reach out to this advisor