Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
| CO | RA | APPROVED | 2024-03-01 |
| NY | RA | APPROVED | 2023-02-27 |
| PA | RA | APPROVED | 2022-08-31 |
| NJ | RA | APPROVED | 2022-08-04 |
Branch Locations
535 Route 10, Randolph, NJ 07869 • United States
70 Morristown Road, Bernardsville, NJ 07924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 10/2021 |
| Valley National Bank | Wayne | NJ | 07/2002 | 10/2018 |
| International House Associates | Hackettstown | NJ | 02/2013 | 08/2022 |
| Td Bank N.A. | Randolph | NJ | 08/2022 | Present |
| Td Private Client Wealth Llc | Randolph | NJ | 08/2022 | Present |
International House Associates Type of business: Real Estate Holding; not an investment business Hackettstown, NJ Start date: 2/1/2014 Manager/bookkeeper Hours per week: 2 Hours during trading: 0 Record monthly triple net lease payment, pay monthly partner distributions, reconcile bank statement, submit documentation for income tax filings, deliver K-1s to partners, and address their questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
Reach out to this advisor