Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-18 |
| NE | RA | APPROVED | 2024-05-02 |
Branch Locations
3201 Pioneers Blvd, Ste 208, Lincoln, NE 68502 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2018 | 05/2024 |
| Great Plains Beef | Lincoln | NE | 04/2016 | 06/2018 |
| Lpl Financial Llc | Lincoln | NE | 05/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2024 | Present |
(1) 05/01/2024 - LAZARO WEALTH CONSULTANTS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2018 (2) 05/01/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2018 - 10 Hours Per Month (3) 05/01/2024 - Lazaro Properties LLC - Real Estate Rental & Management Services - Investment Related - Lincoln, NE - Start Date 10/01/2021 - 15 Hours Per Month (4) 05/01/2024 - Juno Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 160 Hours Per Month/ 8 Hours During Trading (5) 12/03/2024- Juno Private Wealth- Registered Investment Advisor DBA- IAR - Investment Related - At Reported Business Location(s) _ Start Date 05/02/2024 - 140 Hours Per Month/ 120 Hours During Trading- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
Reach out to this advisor