Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-31 |
| KY | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED_RES | 2024-10-25 |
| WY | RA | APPROVED | 2024-03-07 |
| NC | RA | APPROVED | 2023-02-27 |
| ME | RA | APPROVED | 2023-01-11 |
| CA | RA | APPROVED | 2022-10-28 |
| DE | RA | APPROVED | 2022-09-01 |
| CT | RA | APPROVED | 2022-08-26 |
| FL | RA | APPROVED | 2022-08-25 |
| PA | RA | APPROVED | 2022-08-25 |
| NJ | RA | APPROVED | 2022-08-24 |
| NY | RA | APPROVED | 2022-08-24 |
| VT | RA | APPROVED | 2022-08-24 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
70 Morristown Road, Bernardsville, NJ 07924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Suffern | NY | 09/2014 | 09/2019 |
| M Holdings Securities, Inc. | Portland | OR | 09/2019 | 08/2022 |
| Greenberg & Rapp | East Hanover | NJ | 09/2019 | 08/2022 |
| Td Private Client Wealth Llc | Bernardsville | NJ | 08/2022 | Present |
| Td Bank N.A. | Bernardsville | NJ | 08/2022 | Present |
1) Derek L. Sausa Landlord; 199 Haase Avenue, Paramus, NJ 07652; 06/15/2018; Landlord; General Property Management; Not Investment Related; 5 hours/month; 0 hours/month during business hours; Rental Income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-21 |
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