Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| NJ | RA | APPROVED | 2022-11-25 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
1100-1800 American Blvd Preferred Investment Sales, Pennington, NJ 08534 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Eatontown | NJ | 03/2014 | 11/2016 |
| Wells Fargo Bank Na | Eatontown | NJ | 01/2013 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Eatontown | NJ | 11/2016 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2022 | Present |
| Bank Of America, N.A. | Pennington | NJ | 10/2022 | Present |
I*1095274 For profit or not for profit: Entity For Profit Name of outside business organization: OJR Holdings LLC Investment related: N Address of business: Freehold, New Jersey Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/17/2020 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Owner of LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
Reach out to this advisor