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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Newton | NJ | 07/2015 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | Newton | NJ | 10/2015 | 12/2018 |
| First Hope Bank | Newton | NJ | 07/2015 | 12/2018 |
| Hilton Garden Inn | Rockaway | NJ | 11/2016 | 01/2020 |
| Mml Investors Services, Llc | Fairfield | NJ | 03/2019 | 01/2020 |
| Massmutual Life Insurance | Fairfield | NJ | 02/2019 | Present |
| The Investment Center Inc | Montville | NJ | 01/2020 | 03/2025 |
| Ic Advisory Services Inc | Montville | NJ | 01/2020 | Present |
| Lpl Financial Llc | Montville | NJ | 03/2025 | Present |
1. 03/06/2025- Montville Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/20/2020- 160 Hours Per Month- 160 Hours During Trading 2. 03/06/2025-C L TAX PREP- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 03/08/2024- 80 Hours Per Month- 50 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
Reach out to this advisor