Best Investors
Account
Sign in
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 | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Whippany | NJ | 07/2010 | 09/2019 |
| Minnesota Insurance Company | St. Paul | MN | 09/2019 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 09/2019 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/11/2019 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
Reach out to this advisor