Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-28 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1110 N. Broad Street, Lansdale, PA 19446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lancaster | PA | 05/2016 | 10/2016 |
| Santander Bank | Hatfield | PA | 10/2016 | 05/2018 |
| Tfg Wealth | Newtown | PA | 05/2018 | 07/2020 |
| Comprehensive Financial Professionals | Lansdale | PA | 12/2020 | Present |
| Lpl Financial Llc | Lansdale | PA | 11/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 04/2022 | Present |
| Unemployed | Sellersville | PA | 07/2020 | 12/2020 |
1) 12/2022 - TWBD Services, LLC / Real Estate Rental / 802 Columbia Ave Lansdale PA / Investment Related / 3.5 Hour per month / 10 time spent percent 2) 12/2022 - Comprehensive Financial Professionals, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hour per month / 100 time spent percent / 8 Hours during trading 3) 09/25/2023 - Real Estate Rental - Investment Related - Sellersville, PA - Start Date 08/01/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
Reach out to this advisor