Best Investors
Account
Sign in
731 Alexander Road Suite 301, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-31 |
| FL | RA | APPROVED | 2022-04-27 |
| PA | RA | APPROVED | 2022-03-16 |
Branch Locations
731 Alexander Road Suite 301, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfwp Securities Llc | Yardley | PA | 05/2016 | 10/2017 |
| Cantor Fitzgerald Wealth Partners | Yardley | PA | 09/2016 | 10/2017 |
| Hanlon Investment Management | Egg Harbor Township | NJ | 10/2017 | 07/2018 |
| Covered Bridge Advisors, Llc | Yardley | PA | 10/2017 | 12/2021 |
| Dumont & Blake Investment Advisors Llc | Princeton | NJ | 01/2022 | Present |
1. Potential Inc.; 170 Pheasent Run Newtown PA 18940; Potential is a school for children who have autism; Board Member; To put the board in touch with my personal connections.; affiliation started 09/23/2015; 10 hours per month; During securities trading hours; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-30 |
Reach out to this advisor