Best Investors
Account
Sign in
Best Investors
Account
Sign in
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
Branch Locations
2410 State Highway 34, Manasquan, NJ 08736 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Mckelvey Co., Inc. | Manasquan | NJ | 10/2009 | 10/2024 |
| Allworth Financial | Manasquan | NJ | 10/2024 | Present |
MEMBER OF ALEXANDER INVESTMENTS, LLC., MANASQUAN,NJ, A FAMILY OWNED, INVESTMENT RELATED LLC THAT INVESTS IN PUBLICLY TRADED SECURITIES AND REAL ESTATE, AS OF 1999; APPROX 10 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS IS SPENT ON SECURITIES RESEARCH, INVESTMENT COMMITTEE MEETINGS AND/OR, AS TAX-PARTNER, PREPARATION OF TAXES/K-1S AS NON-COMPENSATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-26 |
Reach out to this advisor