Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-27 |
| NJ | RA | APPROVED | 2012-01-06 |
Branch Locations
1931 Lincoln Highway Suite #A, Edison, NJ 08817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Edison | NJ | 06/2001 | Present |
| Benefit Mall | Dallas | TX | 12/2008 | 04/2023 |
| Elite Advisors, Inc | Edison | NJ | 08/2010 | Present |
| Transamerica Financial Advisors | Edison | NJ | 01/2012 | Present |
| Rental Properties | Metuchen | NJ | 06/2013 | Present |
| Mission Team, Llc | Metuchen | NJ | 03/2014 | Present |
| Heartland Institute Of Financial | Green Village | CO | 05/2016 | 04/2023 |
| Pcmchl Llc | Edison | NJ | 09/2018 | 09/2025 |
| 1931 Lincoln Hwy Llc | Edison | NJ | 04/2021 | Present |
| Clearwater Benefits | Austin | TX | 12/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Clearwater Benefits / 1221-Presnt / Investment Related: No / 4301 W William Cannon Dr, Austin, TX 78749 / Independent Contractor / Health Insurance Sales / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / Sell Health plans RENTAL PROPERTIES; INVESTMENT-RELATED; 344 MIDDLESEX AVE, METUCHEN, NJ 08820; RENTAL PROPERTIES - RENTING MY PROPERTIES TO TENANTS; OWNER; 6/13/2013; 2 HOURS/MONTH; COLLECT RENT MISSION TEAM, LLC; NOT INVESTMENT RELATED; 344 MIDDLESEX AVE, METUCHEN NJ 08840; WE ARE MOVING THE CURRENT TFG/WFG OFFICE AND WE WILL BE USING "MISSION TEAM LLC" TO SIGN & HOLD THE LEASE AND TO RUN THE OFFICE; PARTNER; 03/2014; 8 HRS/MONTH; MANAGE THE FINANCIAL ASPECT OF RUNNING AN OFFICE, PAY RENT, COLLECT RENT AND PAY OFFICE EXPENSES ELITE ADVISORS, INC/NO/EDISON,NJ/8-2010/DIRECTOR/ 1931 LINCOLN HWY LLC / INVESTMENT RELATED? NO / 1931 LINCOLN HWY LLC, EDISON NJ 08820 / MEMBER: OFFICE RENTAL PROPERTY, COLLECT RENT, PAY TAXES, UTILITIES / HOURS PER MONTH: 1 / HOUR DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-23 |
Reach out to this advisor