Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
84 Park Avenue Suite G209, Flemington, NJ 08822 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
84 Park Avenue Suite G209, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ford Financial Group/Phoenix Home Life | East Hanover | NJ | 11/1993 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Flemington | NJ | 04/2025 | Present |
| American Portfolios Financial Services, Inc. | Flemington | NJ | 07/2003 | 10/2024 |
1- 02/2025 / Thomas Fallon / Notary / INVESTMENT RELATED / 0.1 HRS MNTH / START 11/24/2015 2- 02/2025 / Asset & Wealth Management Group, LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOC / 10 HRS MNTH / START 07/01/2003
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
Reach out to this advisor