Best Investors
Account
Sign in
Best Investors
Account
Sign in
902 Carnegie Center Blvd Suite 130, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-30 |
Branch Locations
902 Carnegie Center Blvd Suite 130, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2021 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Red Bank | NJ | 05/2021 | 04/2024 |
| Full Time Student | Ewing | NJ | 08/2014 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 04/2024 |
| Millstone Financial Group | Millstone | NJ | 08/2024 | Present |
| Millstone Financial Group | Millstone | NJ | 04/2024 | Present |
MILLSTONE FINANCIAL GROUP; INV REL; MILLSTONE, NJ; INSURANCE SALES AND SERVICES; INSURANCE AGENT; 04/2024; APPROX 40HRS/MO; 2 HRSDURING SEC TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
Reach out to this advisor