Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-01 |
| NY | RA | APPROVED | 2024-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironflash | Montville | NJ | 04/2019 | 02/2022 |
| Raymond James Financial Services, Inc | Montville | NJ | 02/2022 | 06/2023 |
| Lakeland Financial Services Agency, Inc | Montville | NJ | 02/2022 | 06/2023 |
| Lakeland Financial Services/Lakeland Bank | Montville | NJ | 02/2022 | 06/2023 |
| Raymond James Financial Services Advisors, Inc | Montville | NJ | 02/2022 | 06/2023 |
| Deutsche Bank Securities, Inc. | New York | NY | 04/2010 | 03/2019 |
| Mml Investors Services Llc | New York | NY | 01/2024 | Present |
| Massmutual Life Insurance Company | New York | NY | 11/2023 | Present |
| Lenox Advisors | New York | NJ | 11/2023 | Present |
| Unemployed | Montville | NJ | 07/2023 | 11/2023 |
Name: Mark Testa/Lenox Advisors, Inc. Inv Rel: Y Addr: 90 Park Avenue, 18th Floor, New York, NY 10016 Nature: Outside insurance - Life, Disability, Long-term care, Fixed annuities, Health Position: Relationship Manager Start Date: 01/09/2024 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
Reach out to this advisor