Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-07-06 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1 Country View Road, Suite 203, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wayne | PA | 07/2015 | Present |
| Private Advisor Group, Llc | Wayne | PA | 06/2015 | Present |
1. 07/01/2015 - FORGE WEALTH MANAGEMENT, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WAYNE, PA 2. 08/12/2015 - PRIVATE ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/01/2015 - TIME SPENT 100% 3. 1/16/2018 - Private Advisor Group - DBA:Forge Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 7/3/2015 - 130 Hours Per Month/6 Hours During Trading. 4. 10/22/2018 - Forge Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/21/2018 - 5 Hours Per Month/1 Hour During Securities Trading. 5. 1/28/2020 - Dynamic Divorce Solutions - Not Investment Related - At Reported Business Location(s) - Other-Divorce Services - Start Date: 02/03/2020 - 5 Hours Per Month/1 Hour During Securities Trading 6. 07/13/2023 - Superwoman Wealth - How to Become Your Own Superhero - Not Investment Related - Home Based - Other - Book - Author - Start Date 10/02/2023 - 4 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
Reach out to this advisor