Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2026-02-09 |
| NJ | RA | APPROVED | 2002-07-31 |
Branch Locations
4000 Route 66 Ste 20, Tinton Falls, NJ 07753 • 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 |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 01/2002 | Present |
| Hornor, Townsend, & Kent | Horsham | PA | 01/2002 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: PRIMARY FINANCIAL | Position Held: Agent | Address: 4000 ROUTE 66 STE 20, TINTON FALLS, NJ 07753| Start Date: 01/2002 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: 41-100 Hrs | Approx Trading Hrs Per Mth: 41-100 Hrs | Description of Duties: LIFE INSURANCE AND ANNUITY SALES. 2) RENTAL PROPERTY OWNER | Investment Related: No | DBA Name: n/a | Position Held: Proprietor/Owner | Address: 630 LOCUST RD., BRIELLE, NJ 08730 | Start Date: 1995 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: 41-100 Hrs | Approx Trading Hrs Per Mth: 41-100 Hrs | Description of Duties: RENT AND MAINTAIN RENTAL PROPERTY FOR MYSELF AN PARTNERS. 3) ADULT EDUCATION | Investment Related: No | DBA Name: RICHARD STOCKTON UNIVERSITY | Position Held: Other | Address: MANAHAWKIN CAMPUS, 712 EAST BAY AVE, MANAHAWKIN, NJ 08050 | Start Date: 07/01/2015 | Nature of Activity: Other | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: TEACHING ADULT EDUCATION CLASSES IN FINANCIAL PLANNING. 4) NAC EXECUTIVE COMMITTEE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER | ADDRESS: 4000 ROUTE 66 STE 20, TINTON FALLS, NJ 07753 | START DATE: 8/1/2015 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND MEETING HELP DESIGN POLICIES AND PROCEDURES. VIA TELECONFERENCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
Reach out to this advisor