Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-31 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Resources, Inc. | Parsippany | NJ | 06/2016 | 11/2017 |
| Summit Equities, Inc. | Parsippany | NJ | 06/2016 | 11/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2017 | 06/2022 |
| Bleakley Financial Group, Llc | Fairfield | NJ | 06/2022 | Present |
1. No business name; Investment-Related; Fairfield, NJ; Insurance; Agent 10/2015; 5 hrs/mo; 5 hrs/mo during securities trading hours; Duties are selling life and long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-16 |
Reach out to this advisor