Best Investors
Account
Sign in
328 Newman Springs Road, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-03-14 |
Branch Locations
Millstone Twp, NJ • United States
328 Newman Springs Road, Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Mtk Financial Group Ii, Inc | Millstone Township | NJ | 04/2013 | Present |
| H. Beck, Inc. | Bethesda | MD | 09/2015 | Present |
TOTAL WEALTH ENHANCEMENT GROUP, LLC POSITION: Partner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2006 ADDRESS: 24 Wagner Farm Lane, Suite R, Millstone Township NJ 08535 DESCRIPTION: DBA for securities and financial planning,estate and retirement planning MTK FINANCIAL GROUP II, INC. - TAX PREPERATION POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Income, sales and estate tax planning, preparation servcies and income tax resolution. MTK FINANCIAL GROUP II, INC. - INSURANCE POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Insurance Sales MILLSTONE TOWNSHIP MUNICIPALITY POSITION: Committeeman/Deputy Mayor NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 470 Stagecoach Road, Millstone Township NJ 08510 DESCRIPTION: Elected township official, oversee general operations, budgets, personnel and policy MKMB VENTURES LLC, PARTNER/OWNER. BEGINNING JANUARY 2023. NOT INVESTMENT-RELATED. ATM/VENDING MACHINES, APPROX. 12 HOURS PER MONTH. R&M VENTURES, LLC, dba Fit Body Boot Camp., Finally Fit, LLC. Fitness and nutrition. Approx 30 hrs/month, not investment-related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-21 |
Reach out to this advisor