Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-11-14 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
4505 Saucon Creek Road, Ste 100, Center Valley, PA 18034 • United States
325 Sentry Pkwy, Bldg 5 West, Ste 200, Blue Bell, PA 19422 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-09-16 |
Branch Locations
4505 Saucon Creek Rd Ste 100, Center Valley, PA 18034 • United States
325 Sentry Pkwy Bldg 5 W Ste 200, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Center Valley | PA | 09/2008 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2012 | Present |
| Capital Planning Wealth Management | Center Valley | PA | 12/2012 | 12/2023 |
1. 11/14/2012: REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) CHARGE WRAP FEES - TIME SPENT 10% - CENTER VALLEY, PA 2. 11/06/2023 - Private Advisor Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2024 - 160 Hrs/Mo; 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
Reach out to this advisor