Best Investors
Account
Sign in
Best Investors
Account
Sign in
548 Main Street, Chatham, NJ 07928 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-06 |
| NY | RA | APPROVED | 2023-11-16 |
| CA | RA | APPROVED | 2023-11-02 |
| NJ | RA | APPROVED | 2023-11-02 |
Branch Locations
830 Morris Tpke 4Th Floor, Short Hills, NJ 07078 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2015 | 02/2022 |
| Fortis Capital Advisors | New York | NY | 02/2022 | 01/2024 |
| United Success Llc | Short Hills | NJ | 11/2023 | Present |
| Cabin Securities, Inc | Overland Park | KS | 04/2024 | Present |
1) United Success LLC is a Registered Investment Advisor since November 2023, with the same address as branch, investment management and financial planning, 100 hours per month during trading hours. 2) Fixed insurance sales, investment related, same address as branch, sales of fixed insurance products, including life insurance, fixed annuities, and long-term care products, 5 hours per month during trading hours. 3) United Success Business Advisory, LLC, investment related, same address as branch, Business consulting, outsourced accounting services including business advisory, business consulting, tax planning, tax preparation, tax filing, bookkeeping, and payroll services. start date 2/2023, Partner, 5 hours per month during trading hours. 4) Commercial Real Estate Venture Partners LLC, investment related, 23 Spring Hill Dr, West Orange, NJ 07052, Real estate investing, start date 05/2023, managing partner, 20 hours per month, 5 hours per month during trading hours. 5)Registered Representative for Cabin Securities, not affiliated with United Success, offering alternative securities through Cabin Securities and such activities are supervised by Cabin Securities, FINRA member firm. 6) 203 Bean LLC; Managing Member; Investment related: No; 23 Spring Hill Dr West Orange NJ 07052; : Owner Operator of AirBnB Property; Booking, administration, property maintenance; Start date: 2024-05-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 1. 7) Moxie Media Group; Owner; Investment related: No; 23 Spring Hill Dr West Orange NJ 07052; Marketing and Sales Services to Small Business Owners; Provides marketing services to business owners; Start date: 2024-11-22; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-12 |
Reach out to this advisor