Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-25 |
| TX | RA | APPROVED | 2021-02-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
700 West Ave. Ste 200, Ocean City, NJ 08226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Ocean City | NJ | 10/1996 | 02/2021 |
| Massmutual Life Insurance Company | Ocean City | NJ | 09/1996 | 02/2021 |
| Lpl Financial, Llc | Ocean City | NJ | 02/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2021 | Present |
1. 2/22/2021 - OCEAN CITY YOUTH ATHLETIC ASSOCIATION - Not Investment Related - 35th street baseball field, ocean city NJ - Non-Profit Board Member - Started 06/01/2010 - Assist in setting up season each year. 2. 2/22/2021 - No Business Name - Not Investment Related - 701-703 BETHLEHEM PIKE ERDENHEIM, PA 19038 - REAL ESTATE RENTAL - Property Manager - Started 07/01/2017 - Time Spent 1% - PROPERTY MANAGER FOR APT BUILDING. 3. 2/22/2021 - OCEAN CITY FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 07/01/1997 - 25 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%. 4. 2/24/2021 - Private Advisor Group - DBA: (Hybrid) Ocean City Financial Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/1997 - 25 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 25 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. 5. 2/24/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 2/16/2021 - 25 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 25 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. 6. 05/08/2023 - ocean city financial group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - financial planner - Start Date 02/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-01 |
Reach out to this advisor