Best Investors
Account
Sign in
Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
1161 Broad Street Suite 112, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 05/2022 | Present |
| Morgan Stanley | New York | NY | 08/2016 | 05/2022 |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
HOOVER & RUTHER FINANCIAL SERVICES 1161 BROAD STREET, SUITE 112, SHREWSBURY, NJ 07702 TAX PREPARER - 12/1/2023 INVESTMENT RELATED TAX PREPARATION DURING TAX SEASON: FEB-APR AND SEPT-OCT ASSIST CLIENTS WITH THEIR YEARLY TAX COMPLIANCE IN THEIR ASSEMBLING AND SUBMITTING OF TAX RETURNS TO THE IRS 40 HRS MONTH/40 HRS DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
Reach out to this advisor