Best Investors
Account
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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-27 |
| PA | RA | APPROVED | 2025-09-10 |
| FL | RA | APPROVED | 2025-07-23 |
| MA | RA | APPROVED | 2025-06-05 |
| NJ | RA | APPROVED | 2024-10-24 |
Branch Locations
1040 Broad Street Suite 202, Shrewsbury, NJ 07702-4331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 08/2022 | 05/2023 |
| Planning Alliance | Shrewsbury | NJ | 05/2021 | 08/2021 |
| West Virginia University Football | Morgantown | WV | 01/2019 | 08/2021 |
| West Virginia University | Morgantown | WV | 08/2021 | 08/2022 |
| West Virginia University | Morgantown | WV | 08/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 04/2023 | 09/2024 |
| Bank Of America, N.A. | Bridgewater | NJ | 05/2023 | 09/2024 |
| Hillsborough High School | Hillsborough | NJ | 10/2014 | 08/2018 |
| Guardian Life Insurance Company | Shrewsbury | NJ | 06/2021 | Present |
| Park Avenue Securities | Shrewsbury | NJ | 10/2024 | Present |
1) The Somerset County 200 Club, Board of Trustees, Start Date: 11/1/2024, Address: 235 Meadow Path Drive Marietta, GA 30064, 1 total hour per month; 1during securities trading hours, Not Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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