Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-02-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
8000 Brooktree Road, Suite 305, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wexford | PA | 07/2008 | Present |
| Private Advisor Group, Llc | Wexford | PA | 02/2012 | Present |
(1) 11/18/2010: Kremer & Associates, Inc. - Non-Variable Insurance DBA - DBA: Kremer & Associates, Inc. - Investment Related - At Reported Business Location(s) - 1% Time Spent - Life, Health, Disability, LTC (2) 09/25/2012: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - 5% Time Spent - IAR (3) 03/31/2016: Innovative Business Products & Services, LLC - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Started 03/14/2016 - 1 Hr/Mo; 0 Hours During Securities Trading - diversity training (4) 04/04/2017 - Kremer & Associates, Inc. - Investment Related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - provide advisory services through this DBA - Started 12/09/2008 - 40 Hours Per Month/40 Hours During Securities Trading. (5) 5/14/2019 - Kremer Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/17/2019 - 40 Hours Per Month/20 Hours During Securities Trading. (6) 5/14/2019 - Kremer Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/17/2019 - 5 Hours Per Month During Securities Trading. (7) 5/14/2019 - Private Advisor Group - DBA: (Hybrid) Kremer Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/17/2019 - 120 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/14/2019. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
Reach out to this advisor