Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 12/2015 | 06/2018 |
| Bank Of America, N.A. | Manasquan | NJ | 02/2016 | 06/2018 |
| Securian Financial Services Inc | St. Paul | MN | 08/2018 | 08/2023 |
| Minnesota Life Insurance Co. | St. Paul | MN | 08/2018 | 08/2023 |
| Allied Wealth Partners | St. Paul | MN | 08/2018 | Present |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2018 ADDRESS: , Parsippany NJ , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-17 |
Reach out to this advisor