Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2024-08-26 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
30 Columbia Turnpike Ste 101, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse First Boston Llc | New York | NY | 01/2001 | 11/2017 |
| Jpmorgan Chase Bank Na | Summit | NJ | 01/2018 | 08/2024 |
| Jpmorgan Securities Llc | Summit | NJ | 01/2018 | 08/2024 |
| Lpl Financial Llc | Paramus | NJ | 08/2024 | Present |
1- 10/11/2024 - TAB Wealth Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 08/27/2024 - 1 Hour Per Month/ During Trading 2)06/02/2025 - TAB Wealth Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date: 08/27/2024 - 1 Hrs/Mth - 1 Hrs During Trading. 3) 07/09/2025 - TAB Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 06/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
Reach out to this advisor