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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| NJ | RA | APPROVED | 2024-01-11 |
Branch Locations
1199 Raritan Road, Clark, NJ 07066 • United States
2214 Rt 37 E, Toms River, NJ 08753 • United States
30 Columbia Turnpike Ste 101, Florham Park, NJ 07932 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 06/2004 | 08/2023 |
| Wealth Management Group Llc | Clark | NJ | 12/1991 | Present |
| Tax Planning Group Llc | Clark | NJ | 01/2005 | Present |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 01/2024 |
| Cetera Advisor Networks Llc | Clark | NJ | 08/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 01/2024 |
| Lpl Financial | Clark | NJ | 01/2024 | Present |
1) 12/2023 - Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 12/2023 - Tax Planning Group, LLC - Tax Prep/Accounting/CPA - Inv. related - Clark, NJ - Tax Prep and Bookkeeping - Start Date 01/01/2005 - 1hr/month - 2% time spent 3) 12/2023 - Fixed Insurance - Non-Variable Insurance - Inv. Related - Clark, NJ - Agent Selling Insurance- Start Date 09/01/1991 - 8hrs/month - 5% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-04 |
Reach out to this advisor