Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-03-20 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
110 Chistiana Medic, Newark, DE 19702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insley Insurance | Newark | DE | 01/2010 | 08/2024 |
| The Leaders Group, Inc. | Littleton | CO | 06/2020 | 01/2023 |
| Kestra Investment Services, Llc | Newark | DE | 01/2023 | 03/2023 |
| Kestra Advisory Services, Llc | Newark | DE | 01/2023 | 03/2023 |
| The Leaders Group Inc Dba: Simplicity Investments Inc. | Summit | NJ | 03/2023 | Present |
1.) RELATION INSURANCE SERVICES - 8/1/2021 - 42 Scarlet Sage Drive, Bluffton, SC 29910 - Insurance agent, Sell insurance, Not Invt Rel, Insurance business, 140 hrs/mo; 140 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 3/20/2023 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-14 |
Reach out to this advisor