Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-22 |
| PA | RA | APPROVED | 2012-08-28 |
| TX | RA | APPROVED_RES | 2003-07-08 |
| MD | RA | APPROVED | 1996-06-07 |
Branch Locations
411 South State Street, Newtown, PA 18940 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
411 South State St., Newtown, PA 18940 • United States
Harvey Cedars, NJ • United States
Newtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newtown | PA | 01/2008 | Present |
1) Women's Animal Center / 3839 Richlieu RoadBensalemPa19020 / Animal shelter and hospital / Animal welfare / Board member. President / Member of Board of directors / 5/30/2014 /// 2) Compass North Associates, LLC; Partnership; Grocery market; Partner; Coordination of payroll, bookkeeping and tax related work CPA does; Harvey Cedars, New Jersey; Start date: 2/6/2023 3) Compass on W 81st, LLC, Harvey Cedars New Jersey United States-08008, Partnership, Real Estate, Partner, payment of taxes, utilities, collection of lease payments, start date-6/4/2025, Investment related-Yes. 4) CN Associates Holdings, LLCReal Estate holding company; owns property and building used for a grocery business, Partner, Property tax payments, coordination with CPA, start date-2/6/2023, Harvey Cedars New Jersey United States-08008. 5) Compass on Kinsey, LLC, Real Estate holdings, LLC, Partner, Paying taxes, utiliites., Collecting lease payment if and when applicable, start date-5/10/2024, Harvey Cedars New Jersey United States-08008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-07 |
Reach out to this advisor