Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-04 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
679 High Street, Suite G, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Powell | OH | 07/2024 | 02/2025 |
| Tifftron Llc | Findlay | OH | 08/2018 | 10/2018 |
| Exceeding Reality Performance Nutrition | Findlay | OH | 08/2021 | 02/2023 |
| J.P. Morgan Securities Llc | Westerville | OH | 03/2025 | 01/2026 |
| Unemployed | Bloomdale | OH | 03/2015 | 07/2018 |
| Unemployed | Bloomdale | OH | 11/2018 | 07/2021 |
| Unemployed | Bloomdale | OH | 03/2023 | 06/2024 |
| Lpl Financial Llc | Worthington | OH | 02/2026 | Present |
| Unemployed | Westerville | OH | 02/2026 | 02/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2026 | Present |
1. 02/2026 - Boyer Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 80 Hrs/Mth - 04 Hrs During Trading - OBA start date:2/25/2026 2. 03/11/2026 - Private Advisor Group - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 80 hours per month/ 4 hours during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 80 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 03/11/2026 - Boyer Financial Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 80 hours per month/ 4 hours during trading 4. 07/10/2026 - Boyer Financial Group - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 07/13/2026 - 4 hours per month/ during trading 5. 07/15/2026 - DoorDash - Outside/W-2 Employment - Not Investment Related - Westerville, OH - Start Date 07/15/2026 - 15 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-12 |
Reach out to this advisor