Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED_RES | 2012-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 11/1997 | Present |
| Morristown Financial Group, Llp | Morristown | NJ | 11/1997 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2011 | Present |
1. 10/01/1997 - Non-Variable Insurance - INV REL - INSURANCE 2. 02/09/2008 - Binghamton Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 07/21/2009 - Advisor AdvantEdge - INV REL - Other - Non-OSJ Recruiting Program - A platform of services designed to attract non-osj locations to join Pat's OSJ. 4. 07/26/2011 - Private Advisor Group - INV REL - Registered Investment Advisor - 25% TIME SPENT - (HYBRID) Financial planning services are offer on an hourly rate or flat fee. 5. 01/30/2013 - Private Advisor Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 6. 07/06/2016 - No Business Name - Real Estate Rental - INV REL - Start 06/17/2016 - 25 LAKE VALLEY RD, MORRISTOWN, NJ 07960 - 5 Hr/Mo; 0 Hours During Securities Trading 7. 02/27/2019 - Mauger and Co. - Remotely from my business address. - Investment related - For-Profit Board Member - start date:02/18/2019 - 1 hr/mo - 1 hour during trading - Mauger and Co. - Board Member. 8. 1/15/2020 - No Business Name - Investment Related - Home Based & Morristown, NJ - Real Estate Rental - Started 12/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading - 2 family rental property. 9. 1/16/2020 - No Business Name - Investment Related - Home Based & Morristown, NJ - Real Estate Rental - Started 12/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading - 2 family rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-14 |
Reach out to this advisor