Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-29 |
| NJ | RA | APPROVED | 2012-09-17 |
Branch Locations
18 Brant Avenue, Clark, NJ 07066 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Berkeley Heights, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Clark | NJ | 09/2012 | Present |
| Private Advisor Group, Llc | Clark | NJ | 09/2012 | Present |
1. 9/24/2012: PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 5% - ADVISORY SERVICES PROVIDED BY RIA. 2. 5/5/2014 - Angelo & Associates Financial Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/7/2016 - Private Advisor Group - DBA: Angelo & Associates Financial Planning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/20/12 - 50 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Private dvisor Group, an independent investment advisor firm. I started this business activity on 12/7/16. I expect to spend approximately 50 hours/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. 4. 6/11/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/02/2020 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
Reach out to this advisor