Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-26 |
Branch Locations
101 Crawfords Corner Rd. Suite 101-4R, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Warren | NJ | 08/2013 | 06/2023 |
| Mml Investors Services | Warren | NJ | 10/2013 | 06/2023 |
| Lpl Financial, Llc | Holmdel | NJ | 06/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2023 | Present |
1) 06/26/2023 - Emeritus Wealth Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 11/01/2017 - 10hrs/month - 5% time spent 2) 06/26/2023 - Emeritus Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Morristown, NJ - Co-owner - Start Date 11/01/2017 - 25hrs/month - 20% time spent 3) 06/26/2023 - Michael Soroko - Non-Variable Insurance - Inv. Related - Morristown, NJ - Agent Selling Insurance- Start Date 06/27/2023 - 20hrs/month - 20% time spent. 4) 06/28/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 06/27/2023 - 100 Hours Per Month/ 100 Hours During Securities Trading - Time Spent 20% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-28 |
Reach out to this advisor