Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colonial Supplemental Insurance | Cherry Hill | NJ | 09/2005 | 11/2022 |
| Lpl Financial, Llc | Cherry Hill | NJ | 08/2010 | 01/2019 |
| Private Advisor Group, Llc | Cherry Hill | NJ | 06/2013 | 01/2019 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2019 | 11/2022 |
| Lpl Financial Lllc | Mount Holly | NJ | 11/2022 | 10/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: ALLOY SILVERSTEIN FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: SENIOR FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 50 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, RETIREMENT PLANNING, WEALTH SOLUTIONS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2000 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: LIFE BROKERAGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE INSURANCE START DATE: 01/2010 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 0.2 APX NUMBER OF HOURS DURING TRADING HOURS: 0.10 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE AGENT; 4. NAME OF OTHER BUSINESS: LAWRENCE E. FISHER PUBLIC ACCOUNTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: GROUP HEALTH INSURANCE START DATE: 04/2004 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ACCESS TO GROUP HEALTH INSURANCE. TAX PREPARATION OR SERVICES OFFERED BY THE FIRM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-18 |
Reach out to this advisor