Best Investors
Account
Sign in
Best Investors
Account
Sign in
Somers, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2015 | 12/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 12/2019 | 04/2025 |
| Penn Mutual Life Insurance Company | Horsham | PA | 12/2019 | 04/2025 |
| Stage Wealth Management, Inc. | Somers | NY | 04/2025 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 02/2020 | 04/2025 |
| Broadstreet Insurance Agency, Llc | Somers | NY | 04/2025 | Present |
~1) ADMINISTRATIVE | POSITION: AFFILIATE | NATURE: PREVENTATIVE HEALTH AND WELLNESS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 06/01/2024 | ADDRESS: 73 SUNSET PL, MIDDLETOWN NJ 07748 | DESCRIPTION: REACHING OUT TO LEADS PROVIDED BY COMPANY TO SET APPOINTMENTS BETWEEN SAID REFERRAL AND COMPANY OFFICERS. I AM NOT INVOLVED IN LEAD GENERATION OR PRODUCT IMPLEMENTATION. THIS IS STRICTLY ADMINISTRATIVE FOR APPOINTMENT SETTING. ~2) Red Bank Catholic High School; BASKETBALL COACH | POSITION: EMPLOYEE | NATURE: HIGH SCHOOL BASKETBALL COACH | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 0 | START DATE: 10/01/2024 | ADDRESS: 112 BROAD STREET, RED BANK NJ 07701 | DESCRIPTION: ASSISTANT VARSITY BASKETBALL COACH. ~3) BROADSTREET INSURANCE AGENCY, LLC; INVESTMENT-RELATED; SOMERS, NY; INSURANCE AGENCY; INDEPENDENT INSURANCE AGENT; START DATE 04/14/2025; SALES AND SERVICES FOR FIXED INSURANCE PRODUCTS INCLUDING PROPERTY & CASUALTY; 10 HRS PER MONTH WITH 5 HRS DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-07 |
Reach out to this advisor