Best Investors
Account
Sign in
Best Investors
Account
Sign in
27 West Street, Suite 16 Wall Street Corporate Center, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-19 |
Branch Locations
27 West Street, Suite 16 Wall Street Corporate Center, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden State Retirement Specialists, Llc | Red Bank | NJ | 12/2013 | Present |
| Sagepoint Financial | Red Bank | NJ | 02/2014 | 09/2023 |
| Osaic Weath, Inc. | Red Bank | NJ | 09/2023 | Present |
1) GARDEN STATE RETIREMENT SPECIALIST LLC POSITION: Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2015 ADDRESS: 27 West Street, Red Bank NJ 07701, United States DESCRIPTION: Client Relations, communication, reviews. 2) ELITE BROKERAGE GROUP POSITION: General Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 03/04/2015 ADDRESS: 27 West Street, Suite 16, Red Bank NJ 07701, United States DESCRIPTION: Sell fixed Life and fixed annuities to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-21 |
Reach out to this advisor