Best Investors
Account
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-13 |
| PA | RA | APPROVED | 2025-08-27 |
| FL | RA | APPROVED | 2025-05-22 |
| OH | RA | APPROVED | 2024-04-22 |
| NY | RA | APPROVED | 2024-04-01 |
| NJ | RA | APPROVED | 2024-01-03 |
Branch Locations
540 River Street, Hackensack, NJ 07601 • United States
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Manchester | NJ | 04/2014 | 09/2016 |
| Unemployed | Bayville, | NJ | 09/2014 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 06/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 09/2020 |
| E*Trade Securities Llc | Morristown | NJ | 09/2020 | 10/2022 |
| E*Trade Capital Management Llc | Morristown | NJ | 07/2022 | 10/2022 |
| E*Trade Securities Llc | Morristown | NJ | 10/2022 | 05/2023 |
| E*Trade Capital Management Llc | Morristown | NJ | 10/2022 | 05/2023 |
| Morgan Stanley | Morristown | NJ | 03/2023 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lee | NJ | 05/2023 | 12/2023 |
| Bank Of America, N.A. | Fort Lee | NJ | 06/2023 | 12/2023 |
| Td Bank N.A. | Ramsey | NJ | 01/2024 | Present |
| Td Private Client Wealth Llc | Ramsey | NJ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-11 |
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