Best Investors
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-24 |
| WA | RA | APPROVED | 2024-09-17 |
| CO | RA | APPROVED | 2024-05-16 |
| NC | RA | APPROVED | 2023-11-30 |
| DE | RA | APPROVED | 2023-09-18 |
| CT | RA | APPROVED | 2023-05-08 |
| FL | RA | APPROVED | 2022-09-02 |
| SC | RA | APPROVED | 2022-09-01 |
| NJ | RA | APPROVED | 2022-07-25 |
| NY | RA | APPROVED | 2022-07-22 |
| PA | RA | APPROVED | 2022-07-22 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Princeton | NJ | 05/2022 | Present |
| Curcio Webb | Pennington | NJ | 09/2021 | 05/2022 |
| Bank Of America | Pennington | NJ | 06/2015 | 09/2021 |
| Td Bank N.A. | Princeton | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-14 |
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