Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-26 |
| MI | RA | APPROVED | 2017-01-03 |
Branch Locations
2260 East Saginaw Street, Suite B, East Lansing, MI 48823 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | East Lansing | MI | 10/2015 | Present |
| Private Advisor Group, Llc | East Lansing | MI | 12/2016 | Present |
1. 10/22/15-Greene Wealth Management/DBA for LPL Business (entity for LPL business)/1) No 2) No 3) No 4) No/100%/333 Albert Ave, Suite 210, East Lansing, MI 48823. 2. 12/5/2016 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 10/6/2015 - Time Spent 100% - I provide administrative support to Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 12/5/16. I expect to spend approximately 160 hours/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. 3. 4/9/2018 - GreeneWealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/21/2016 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 7/10/2018 - Zumo, LLC - Not Investment Related - Home Based - Other-Organic Farmer - Start Date:05/01/2015 - 12-20 Hours Per Month/0 Hours During Trading. 5. 7/17/2018 - Private Advisor Group - DBA: (Hybrid) Greene Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/29/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 7/17/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 6. 08/19/022 - GREENE WEALTH HOLDINGS, LLC - Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 7. 12/26/2024- Almanza Group, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 08/01/2023- 5 Hours Per Month- 5 Hours During Trading 8. 01/08/2025- SeaSunPh1- Real Estate Rental- INV Related- At QUINTANA ROO 77734 México- Start date 01/08/2025- 5 Hours Per Month- 2 Hours During Trading 9) 03/26/2025 - Almanza Wealth Managment - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/21/2025 - 30 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
Reach out to this advisor