Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| NJ | RA | APPROVED | 2017-11-14 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
325 Columbia Turnpike, Suite 309, Florham Park, NJ 07932 • United States
384 Main St, Bedminster, NJ 07921 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-02-18 |
Branch Locations
415 Main Street, Bedminster, NJ 07921 • United States
325 Columbia Tpke Ste 309B, Florham Park, NJ 07932 • United States
384 Main St, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Florham Park | NJ | 02/2011 | Present |
| Private Advisor Group, Llc | Florham Park | NJ | 10/2017 | Present |
1. 02/18/2011: No Business Name - Investment Related - Hoboken, NJ - Real Estate Rental - Time Spent 1% - Rent the one bd condo. 2. 02/18/2011: No Business Name - Investment Related - Hoboken, NJ - Real Estate Rental - Time Spent 1% - One bedroom. rental. 3. 02/18/2011: No Business Name - Investment Related - Hoboken, NJ - Real Estate Rental - Time Spent 1% - 2 bedroom. 4. 9/26/2011: ClearView Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 7/3/2012: CollegeFunding4Me - Not Investment Related - speaker/seminar - Time Spent 10% - Conduct Workshops for parents and college students. - Conducts seminars. 6. 11/7/2016: Cornerstone Producers Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 11/02/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading - Independent Producer: Life, Disability, LTC 7. 6/14/2018 - Main Street Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:10/30/2017 - 1 Hours Per Month/1 Hours During Trading. 8. 8/16/2018 - Private Advisor Group - DBA: (HYBRID) Main Street Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2017 - 1 Hours Per Month During Securities Trading - Provide financial planning and consulting services. 9. 8/16/2018 - Private Advisor Group - DBA: (Hybrid) ClearView Investment Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/30/2017 - 1 Hours Per Month During Securities Trading - Provide advisory services. 10. 8/21/2018 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/30/2017 - 1 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 8/21/2018. I expect to spend approximately 1 hour/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-09 |
| S66 | Uniform Combined State Law Examination | 1999-03-02 |
Reach out to this advisor