Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-30 |
Branch Locations
2517 Highway 35 Bldg J Ste 101, Manasquan, NJ 08736 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Toms River | NJ | 09/2014 | 11/2016 |
| Wells Fargo Bank, Na | Toms River | NJ | 09/2014 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Toms River | NJ | 11/2016 | 06/2026 |
| Lpl Financial | Manasquan | NJ | 06/2026 | Present |
1. 06/2026 - Proprietary Capital Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/30/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
Reach out to this advisor