Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-14 |
| NJ | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Inc. | Cherry Hill | NJ | 06/2016 | 09/2016 |
| Unemployed | Cherry Hill | NJ | 09/2016 | 06/2017 |
| Pats Pizzeria Marlton Llc | Marlton | NJ | 06/2017 | 09/2020 |
| Katz Jcc Camps At Medford | Medford | NJ | 06/2018 | 09/2018 |
| Turning Point Restaurants | Marlton | NJ | 06/2018 | 09/2018 |
| Trajectory Marketing And Advertising | Morristown | NJ | 05/2019 | 09/2019 |
| Life Time Athletic Inc. | Florham Park | NJ | 06/2019 | 12/2019 |
| Northwestern Mutual | Morristown | NJ | 01/2020 | 04/2020 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 12/2020 | 07/2023 |
| Agia | Mt. Laurel | NJ | 12/2020 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 07/2023 | Present |
| 'JEwish Federation -S New Jersey | Medford | NJ | 06/2017 | 09/2017 |
| 'FAirleigh Dickinson University | Hackensack | NJ | 08/2016 | 05/2020 |
| 'COrebridge Financial | Mt. Laurel, | NJ | 12/2020 | 07/2023 |
| Bank Of America N.A. | Florham Park | NJ | 09/2023 | Present |
I*2930343 Entity Type: School, College or University Name of OBA: FAIRLEIGH DICKINSON UNIVERSITY YOUNG ALUMNI ASSOCIATION Address: TEANECK, New Jersey, 07666 Investment Related: No Position, Title, Association: Board Member, Secretary Employee Start Date: 10/06/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: As a subchapter of the Alumni Association for FDU, the Young Alumni Association focuses on building community for the most recent graduates (15 years or sooner). We host virtual and in-person networking events, take in feedback from recent grads about how to build better experiences for Young Alumni, and communicate regularly between the senior board members of the Alumni Association. As Secretary, my job is to take meeting minute notes, remind other board members of tasks to complete for upcoming events, and bring attention to the board from outside members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
Reach out to this advisor