Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 08/2010 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 08/2010 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Alpine Wealth Planning Llc | Boonton | NJ | 01/2026 | Present |
1. ALLIED WEALTH PARTNERS POSITION: Salesperson NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2010 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Salesperson 2. DONVILLE ROTARY CLUB POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2009 ADDRESS: , Parsippany NJ , United States DESCRIPTION: Member 3. NAME OF OTHER BUSINESS: ALPINE WEALTH PLANNING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
Reach out to this advisor