Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Morristown | NJ | 09/2009 | Present |
| Strategic Wealth Advisors Group | San Mateo | CA | 01/2013 | Present |
| Msec, Llc | Overland Park | KS | 04/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1.01/14/2025; (HYBRID) Mariner Independent Advisor Network, LLC / Mariner Independent Advisor Network, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/17/2024; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2.07/07/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
Reach out to this advisor