Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-17 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
225 Ne Mizner Blvd, Suite 675, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Washington | DC | 09/2017 | 05/2018 |
| Student | Washington | DC | 09/2016 | 05/2017 |
| Unemployed | Bethesda | MD | 11/2018 | 05/2019 |
| United Bank | Bethesda | MD | 07/2018 | 11/2018 |
| Pnc Financial Services | Pittsburgh | PA | 06/2017 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 05/2019 | 01/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2020 | 01/2022 |
| Epic/Vanbridge | Boca Raton | FL | 01/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2022 | Present |
1.) Vanbridge, an EPIC Company - 1/18/2022 - 225 NE Mizner Way, Suite 675, Boca Raton, FL 33432 - Wholesale Associate, Sales/Executive benefits, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) EPICVanbridge, LLC - 1/18/2022 - 225 NE Mizner Way, Suite 675, Boca Raton, FL 33432 - Registered Representative & Investment Advisor, Sales of variable products and executive benefits, Invt rel, Sale of Variable Products, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 2/17/2022 - 26 W Dry Creek Circle Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
Reach out to this advisor