Best Investors
Account
Sign in
Best Investors
Account
Sign in
141 Cooper Rd, Voorhees, NJ 08043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 06/2016 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | Newport Beach | CA | 06/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 02/2018 | 01/2024 |
| Orion Financial Advisors Llc | Voorhees | NJ | 04/2024 | Present |
I*114168 For profit or not for profit: For-Profit Organization Name of outside business organization: Gazelle Inc Investment related: N Address of business: Cherry Hill, New Jersey 8003 Nature of business: S-Corp, Position, title, association: Family Held, Start date of relationship: 11/19/2007 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a S corp that belongs to my mother who operates a travel agency through the entity. I hold 16 shares 16% ownership of the company for ownership and tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-01 |
Reach out to this advisor