Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-02 |
| FL | RA | APPROVED | 2025-06-30 |
| DE | RA | APPROVED | 2025-06-27 |
| PA | RA | APPROVED | 2025-06-27 |
| NJ | RA | APPROVED | 2025-06-26 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Community Bank | Sayreville | NJ | 05/2016 | 02/2022 |
| Lpl Financial, Llc | Sayreville | NJ | 05/2016 | 02/2022 |
| Citigroup | Fort Lee | NJ | 02/2022 | 05/2024 |
| Internal Revenue Service | Edison | NJ | 01/2025 | 06/2025 |
| Td Bank Na | Marlton | NJ | 06/2025 | 07/2026 |
| Td Private Client Wealth Llc | Marlton | NJ | 06/2025 | Present |
| Unemployed | Middlesex | NJ | 06/2024 | 12/2024 |
| Td Bank N.A. | Princeton | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-29 |
Reach out to this advisor