Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-05-02 |
Branch Locations
8000 Sagemore Drive Suite 8301, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-10-25 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Marlton | NJ | 08/2010 | Present |
| Ctc, L.L.C. | Chicago | IL | 01/2012 | Present |
MANTUA TOWNSHIP MUNICIPAL UTILITIES AUTHORITY POSITION: Board Chair NATURE: Utilities INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 401 Main St, Mantua NJ 08051, United States DESCRIPTION: Board Chair presides over the monthly meeting and review any issues with the utility during the meeting. GLOUCESTER COUNTY LIBRARY SYSTEM POSITION: Board Chair NATURE: Library INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 389 Wolfert Station Rd, Mullica Hill NJ 08062, United States DESCRIPTION: Board Chair presides over the monthly meeting and review any issues within the Library system. Royal Neighbors of America Position: agent Nature: Insurance / fixed annuity Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 2/18/2026 Address: 10000 Sagemore Drive STE 10201 Marlton, NJ 08053 Description: agent / producer Oceanview Insurance Position: Agent Nature: Fixed Annuity / insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 2/26/2026 Address: 10000 Sagemore Drive Ste 10201 Marlton, NJ 08053 Description: agent/ producer Gloucester County Committee Position: county committee Nature: rep for political party Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 6/2/2026 Address: 27 S Broad St Woodbury, NJ 08096 Description: electing local party leadership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-08 |
Reach out to this advisor