Best Investors
Account
Sign in
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-09 |
| MO | RA | APPROVED | 2025-09-08 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lane & Associates Llc | Moorestown | NJ | 07/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | 03/2023 |
1) LANE & ASSOCIATES. INVESTMENT RELATED. 155 E THIRD ST, MOORESTOWN, NJ 08057. FINANCIAL PLANNING. SENIOR PARTNER. START 09/2013. 120 HOURS/MONTH, 100 DURING TRADING. COMPREHENSIVE FINANCIAL PLANNING FOR CLIENTS. 2) East Third Holding, LLC - not investment related; Address: 921 Fernwood Road, Moorestown, NJ 08057, Real estate holding for lease, Partner, 06/2025, 0 hours, manage commercial real estate property 3) H2 Investment Group, LLC - Investment related, Entity for the private and real estate investments, exclusively for personal investment, Managing Partner establish 2021 No active duties or annual time commitment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-27 |
Reach out to this advisor