Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-06 |
| NY | RA | APPROVED | 2024-05-21 |
| NJ | RA | APPROVED | 2023-04-17 |
Branch Locations
35 S Liberty Dr 9W, Stony Point, NY 10980 • United States
913 Kinderkamack Rd, River Edge, NJ 07661 • United States
35 Bardonia Rd, Bardonia, NY 10954 • United States
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities Inc. | North Bergen | NJ | 06/2016 | 08/2019 |
| Raymond James Financial Services Advisors, Inc. | Hackensack | NJ | 09/2019 | 04/2023 |
| Raymond James Financial Services, Inc. | Hackensack | NJ | 09/2019 | 04/2023 |
| Lakeland Bank | Hackensack | NJ | 09/2019 | 04/2023 |
| Lakeland Financial Services Agency | Hackensack | NJ | 09/2019 | 04/2023 |
| N/A | South Hackensack | NJ | 09/2018 | Present |
| Lakeland Financial Services | Hackensack | NJ | 09/2019 | 04/2023 |
| Lakeland Financial Services | Hackensack | NJ | 09/2019 | 04/2023 |
| M&T Securities Inc. | North Bergen | NJ | 06/2016 | 08/2019 |
| Lpl Financial Llc | Basking Ridge | NJ | 04/2023 | Present |
| Affinity Investment Services | Basking Ridge | NJ | 04/2023 | Present |
1- 11/2018 / REAL ESTATE RENTAL / INVESTMENT RELATED / EAST ORANGE, NJ 2- 04/13/2023 / Affinity Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / EAST ORANGE, NJ 3- 11/2021 / Portraits N Play LLC / BUSINESS OWNER / NON INVESTMENT RELATED / HACKENSACK, NJ 4- 07/2015 / REAL ESTATE RENTAL / INVESTMENT RELATED / HACKENSACK, NJ 5-10/10/2025-A Check for Life Productions- Other - Show Panelist/Judge- INV Related- At Rockville Centre, NY- Start date 10/15/2025- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
Reach out to this advisor