Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
39555 Orchard Hill Pl Ste 169, Novi, MI 48375 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-12-03 |
Branch Locations
39555 Orchard Hill Pl, Ste 169, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Livonia | MI | 08/2013 | Present |
| Mariner Independent Advisor Network, Llc | Livonia | MI | 11/2013 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 8/28/2013: No Business Name - Investment Related - Livonia, MI 48150 - Real Estate Rental - Property Manager - Time Spent 1%. 2. 5/3/2016 - Slankster Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2016 - 40 Hours Per Month During Securities Trading. 3. 7/27/2016 - Slankster Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/01/2016 - 10 Hours Per Month During Securities Trading - Lines of insurance: Life, Fixed, LTC and Disability 4. 07/08/2026 - 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 5/2026. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-05 |
Reach out to this advisor