Best Investors
Account
Sign in
Best Investors
Account
Sign in
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-26 |
Branch Locations
Century Plaza Building 100 North Cherry Street, Suite 505, Winston-Salem, NC 27101 • United States
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rkl Wealth Management Llc | Lancaster | PA | 01/2016 | 07/2018 |
| Parsec Financial Management | Winston Salem | NC | 08/2018 | 12/2021 |
| Parsec Financial Management | Winston Salem | NC | 01/2022 | 04/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | 12/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 12/2023 | Present |
1) Master the Green, LLC; 2) investment related; 3) 135 Amhill Court, Clemmons, NC 27012; 4) educational; 5) Owner; 6) Owner; 7) 1/7/2022; 8) 5 hours/month; 9) No time devoted during trading hours; 10) marketing and sales of personal finance book
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-14 |
Reach out to this advisor