Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-23 |
| TX | RA | APPROVED_RES | 2021-09-23 |
Branch Locations
260 Hwy 202-31 N Ste 700, Flemington, NJ 08822 • 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 |
|---|---|---|---|---|
| Self Employed | Flemington | NJ | 02/1985 | Present |
| Avantax Investment Services,Inc. | Flemington | NJ | 11/1992 | 09/2021 |
| Avantax Advisory Services | Flemington | NJ | 11/1994 | 09/2021 |
| Avantax Insurance Agency Llc | Flemington | NJ | 01/2014 | 09/2021 |
| Lpl Financial Llc | Flemington | NJ | 09/2021 | Present |
1) 9/2021- DOUG K HEIL & ASSOCIATES- DBA for LPL Business (entity for LPL business)- inv. related- Flemington, NJ 2) 9/2021- Notary- inv. related- Flemington, NJ- start date 6/1/1990- 1hr/mth 3) 9/2021- TYLER STREET LLC- Real Estate Rental- partner- inv. related- Trenton, NJ- start dat 6/1/1991- 1hr/mth 4) 9/2021- DKH TAX PROFESSIONALS LLC DBA DOUGLAS K HEIL & ASSOCIATES- Tax prep business- owner- inv. related- Flemington, NJ- start date 6/1/1983- 40hrs/mth 5) 9/2021- REAL ESTATE RENTAL- co-owner - 1 office condo(Flemington, NJ)/ 1 residential home (Stockton,NJ) - inv. related- Rengoes, NJ- start date 1/2000- 0% 6) 11/24/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 12/01/2021 - 8 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
Reach out to this advisor