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 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
2317 Rt 34 St 1D & 1E, Manasquan, NJ 08736 • United States
Wall, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Ins | St Paul | MN | 03/2013 | 08/2023 |
| Minnesota Life Insurance Company | St Paul | MN | 03/2013 | 08/2023 |
| Mid Atlantic Resource Group | Wall | NJ | 03/2013 | 01/2021 |
| Allied Wealth Partners | Manasquan | NJ | 01/2021 | Present |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Fcf, Llc | Wall | NJ | 02/2026 | Present |
| Fcf Partners, Llc | Wall Township | NJ | 07/2026 | Present |
1) Allied Wealth Partners, Mansquan NJ, FIXED INSURANCE SALES; AGENT; 01/2021 TO PRESENT; 80 HRS/MNTH WITH 0 HRS/MNTH DURING TRADING HOURS. 2) NAME OF OTHER BUSINESS: CG MONETA CONSULTING; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRAL RELATIONSHIP START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REFERRING TO POSSIBLE CLIENTS FOR CONSULTING MEDICAL BILLING SERVICES OFFERED BY CG MONETA AND BEING PAID FOR THOSE EFFECTIVE REFERRALS; 3) NAME OF OTHER BUSINESS: FCF, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF TAX ENTITY; 4) NAME OF OTHER BUSINESS: FCF PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: 436 DEUCE DR, WALL TOWNSHIP, NJ 07719; NATURE OF BUSINESS: REFERRAL PARTNERSHIP; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF TAX ENTITY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-16 |
Reach out to this advisor