Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-28 |
| NJ | RA | APPROVED | 2015-07-02 |
| TX | RA | APPROVED | 2015-06-25 |
Branch Locations
415 Main Street, Bedminster, NJ 07921 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Hilton Head, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedminster | NJ | 05/2004 | Present |
| Private Advisor Group, Llc | Bedminster | NJ | 06/2015 | Present |
1. 06/08/2004 - NON-VARIABLE INSURANCE - INV REL - INSURANCE - BEDMINSTER, NJ 2. 08/11/2006 - MAIN STREET WEALTH MANAGEMENT, LLC - INV REL - Non-Variable Insurance - SELLING LIFE, DISABILITY, LONG TERM CARE AND GROUP INSURANCE 3. 11/24/2009 - MAIN STREET WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 07/21/2015 - PRIVATE ADVISOR GROUP, LLC - INV REL - 415 MAIN STREET, BEDMINSTER, NJ 07921 - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) PRIVATE ADVISOR GROUP - START 07/01/2015 - 90 HOURS PER MONTH, 90 DURING TRADING - THIS RIA IS ALSO A DBA OF MY LPL BUSINESS. 5. 09/23/2015 - Private Advisor Group, LLC - Registered Investment Advisor DBA - (Hybrid) Main Street Wealth Management - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/01/2015 - 90 HRS/MO DURING SECS TRDG HRS. 6. 10/21/2015 - Scott Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - START 06/01/04 - NO TIME SPENT - This DBA is only used for accounting purposes. 7. 1/29/2020 - Krueger Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/27/2020 - 10 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
Reach out to this advisor