Best Investors
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Best Investors
Account
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1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
| NC | RA | APPROVED | 2024-01-10 |
Branch Locations
Bloomfield, NJ • United States
1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
Branch Locations
Bloomfield, NJ • United States
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harthsorne Group, Inc. | Red Bank | NJ | 07/2013 | 07/2019 |
| Wbi Investments | Red Bank | NJ | 07/2013 | 07/2019 |
| Millington Securities, Inc | Red Bank | NJ | 11/2013 | 07/2019 |
| M&T Bank | Wilmington | DE | 08/2019 | 09/2021 |
| Fifth Third Bank, N.A. | Cincinnati | OH | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-24 |
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