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 | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Bank | Brick | NJ | 01/2014 | 07/2021 |
| Invest Financial Corp. | Brick | NJ | 10/2015 | 12/2017 |
| Cetera Investment Advisers Llc | Brick | NJ | 12/2017 | 07/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2017 | 07/2021 |
| Raymond James Financial Services, Inc. | Jackson | NJ | 07/2021 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Jackson | NJ | 07/2021 | 06/2024 |
| Lakeland Bank | Jackson | NJ | 07/2021 | 06/2024 |
| Lakeland Financial Services Agency, Inc. | Jackson | NJ | 07/2021 | 06/2024 |
| Lakeland Financial Services (Dba) | Jackson | NJ | 07/2021 | 06/2024 |
| Lakeland Financial Services | Jackson | NJ | 07/2021 | 06/2024 |
| Cetera Investment Services Llc | Jackson | NJ | 06/2024 | Present |
| Provident Bank | Jackson | NJ | 06/2024 | Present |
| Cetera Investment Advisers Llc | Jackson | NJ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-25 |
Reach out to this advisor