Best Investors
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Best Investors
Account
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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-03-02 |
| CO | RA | APPROVED | 2026-03-02 |
| MD | RA | APPROVED | 2026-03-02 |
| NJ | RA | APPROVED | 2026-03-02 |
| SC | RA | APPROVED | 2026-03-02 |
| MA | RA | APPROVED | 2026-02-12 |
| NC | RA | APPROVED | 2025-11-12 |
| VA | RA | APPROVED | 2025-11-10 |
| PA | RA | APPROVED | 2025-11-07 |
| NY | RA | APPROVED | 2025-11-06 |
| TX | RA | APPROVED | 2025-11-06 |
| DE | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Warren | NJ | 11/2014 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Ameriprise Financial Services, Inc | Marlton | NJ | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | 07/2025 |
| Laurel Oak Wealth Management, Llc | Marlton | NJ | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1.INSURANCE; INVESTMENT RELATED; MARLTON, NJ; FIXED/TRADITIONAL INSURANCE; AGENT; START DATE: 07/2025; 10 HRS/MONTH, ALL DURING TRADING HOURS. PROVIDE INSURANCE ADVICE BASED ON THE NEEDS OF CLIENT(S). 2.LIL MONMOUTH RACING LLC; NOT INVESTMENT RELATED; BOCA RATON, FL; OWNERSHIP IN STANDARD BRED RACE HORSES; START DATE: 12/2025; ZERO HRS/MONTH; HOBBY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-27 |
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