Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
400 W Ventura Blvd, Ste 205, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Consultants | Westlake Village | CA | 04/2019 | 02/2022 |
| Summit Financial Consultants, Inc. | Westlake Village | CA | 08/2013 | 02/2022 |
| Mainstreet Financial Planning, Inc. | Burlingame | CA | 02/2022 | 01/2026 |
| Mariner Independent Advisor Network | Overland Park | KS | 01/2026 | 06/2026 |
| Camber Wealth | Camarillo | CA | 01/2026 | Present |
| Lpl Financial Llc | Camarillo | CA | 04/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1.04/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Camber Wealth; Investment Related; at Reported Business Location(s); Start Date 01/05/2026; 160hrs/mth; 160hrs during trading 2.04/14/2026; (HYBRID) Camber Wealth; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/05/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 4/2026. I expect to spend approximately 160 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. 3.08/26/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/10/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2026. I expect to spend approximately 160 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-03 |
Reach out to this advisor