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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| MT | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
6 9Th Street East, Suite 302, Columbia Falls, MT 59912 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1904 Olympic Blvd, Suite 200, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 05/2015 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | 08/2019 |
| Lpl Financial Llc | Walnut Creek | CA | 08/2019 | Present |
| Strategic Wealth Advisors Group | Walnut Creek | CA | 04/2020 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 3/2/2020 - Mercer Partners Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/02/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 08/21/2023 - Enz Corp - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 08/01/2023 - 4 Hours Per Month/ 0 Hours During Trading 3. 08/21/2023 - Mercer Partners, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 4 Hours Per Month/ 0 Hours During Trading 4. 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-04 |
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