Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets | Short Hills | NJ | 03/2011 | 12/2023 |
| Lpl Financial Llc | Morris Plains | NJ | 12/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2023 | Present |
1- 12/2023 / Towman Associates LLC / business owner / Non Investment related / 12 hrs mnth / start date 08/31/2020 2- 12/2023 / Private Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 3- 12/19/2023 - Private Advisor Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 12/15/2023 - 160 Hrs/Mo; 8 hrs During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2023. 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. 4- 01/12/2026 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
Reach out to this advisor