Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-28 |
| AL | RA | APPROVED | 2012-12-21 |
Branch Locations
12 South Bancroft St., Fairhope, AL 36532 • United States
305 Madison Avenue, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Lpl Financial | Fairhope | AL | 12/2012 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2012 | Present |
1. 12/13/2012 - PHILLIPS & CO WEALTH MANAGEMENT/ DBA ONLY/ 90%/ FAIRHOPE, AL 2. 12/18/2012: PRIVATE ADVISOR GROUP, LLC / REGISTERED INVESTMENT ADVISOR / Investment Related - At Reported Business Location(s) - TIME SPENT 20% 3. 12/29/2025 - PHILLIPS & CO WEALTH MANAGEMENT - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s)- Start Date 12/18/2012 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
Reach out to this advisor