Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-05 |
Branch Locations
384 Main Street, Bedminster, NJ 07921 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Boston | MA | 01/2015 | 04/2018 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 04/2018 | 12/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| Victory Capital Services, Inc. | Boston | MA | 04/2025 | 05/2026 |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | 05/2026 |
| Lpl Financial, Llc | Bedminster | NJ | 05/2026 | Present |
| Private Advisor Group, Llc | Bedminster | NJ | 05/2026 | Present |
1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Main Street Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-21 - 90hrs/mth - 70hrs/mth during trading 2) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Private Advisor Group - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-21 - 90hrs/mth - 70hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-29 |
Reach out to this advisor