Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
Branch Locations
11140 Highway 55, Ste. D, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| Apd Financial Services, Llc | Plymouth | MN | 08/2002 | Present |
| Lpl Financial Llc | Plymouth | MN | 04/2012 | Present |
| Private Advisor Group, Llc | Plymouth | MN | 09/2012 | Present |
1. 04/09/2012 - Non-Variable Insurance - INV REL - 2% TIME SPENT - Sell LTC, term and fixed annuities. 2. 04/09/2012 - Notary - NOT INV REL - Notary public - 1% TIME SPENT 3. 12/18/2012 - 12/18/2012 - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 11/28/2018 - Private Advisor Group - DBA: (Hybrid) APD Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 04/09/2012 - 30 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Private Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/28/2018. I expect to spend approximately 30 hours/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. 5. 11/28/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/09/2012 - 30 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Private Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/28/2018. I expect to spend approximately 30 hours/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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
Reach out to this advisor