Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Air Lines | Atlanta | GA | 06/2016 | Present |
| Lpl Financial | Fort Walton Beach | FL | 08/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2025 | Present |
1- 10/06/2025/ Delta Air Lines / Outside/W-2 Employment / Not Investment Related / Atlanta, GA / Start date: 06/13/2016 / 72 hrs mth / 5 hrs during trading. 2- 10/06/2025/ 4 Johnsons Financial, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Fort Walton Beach, FL / Start date: 07/28/2025 /5 hrs mth. 3- 10/06/2025 / Polaris Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start Date: 10/06/2025 - 160 hrs mth / 8 hrs during trading. 4- 10/06/2025 / Private Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date: 10/06/2025 - 160 hrs mth / 8 hrs during trading. 5) 10/07/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/06/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-30 |
Reach out to this advisor