Best Investors
Account
Sign in
4505 Saucon Creek Rd. Suite 100, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-19 |
Branch Locations
4505 Saucon Creek Rd. Suite 100, Center Valley, PA 18034 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-15 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
4505 Saucon Creek Road, Ste 100, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Center Valley | PA | 05/2022 | Present |
| Capital Planning Wealth Management | Center Valley | PA | 10/2021 | 03/2023 |
| Teva Pharmaceuticals | West Chester | PA | 09/2015 | 10/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | Present |
| Capital Planning Wealth Management | Center Valley | PA | 03/2023 | Present |
1) 03/28/2022 - DBA for LPL Business (entity for LPL business) - Capital Planning Wealth Mangement - Investment Related - Center Valley, PA 18034. 2) 05/05/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/18/2021 - 120 Hours Per Month/120 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 08/29/2025 - LTC Choices, LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/23/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
Reach out to this advisor