Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| CO | RA | APPROVED | 2015-07-02 |
| IN | RA | APPROVED | 2012-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Indianapolis | IN | 12/2012 | Present |
| Private Advisor Group, Llc | Indianapolis | IN | 12/2012 | 01/2022 |
| Private Advisor Group, Llc | Montrose | CO | 01/2022 | Present |
1.12/11/2012; Intergenerational Wealth Management LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.12/11/2012; Intergenerational Planning, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.02/15/2013; (HYBRID) Private Advisor Group / Private Advisor Group; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 4.08/02/2016; (Hybrid) InterGenerational Planning Corporation; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 12/18/2013; 160hrs/mth; 8hrs during trading; 5.07/22/2024; 2033 Otter Pond LLC; Real Estate Rental; Investment Related; Montrose,CO; Start Date 04/19/2024; 5hrs/mth; 0hrs during trading 6.03/19/2025; United Ground Express; Outside/W-2 Employment; Not Investment Related; Montrose Regional Airport 2100 Airport Road Montrose,CO; Start Date 05/01/2025; 40hrs/mth; 0hrs during trading 7.07/23/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name InterGenerational Planning LLC; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2017; 200hrs/mth; 200hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
Reach out to this advisor