Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-18 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3500 Quakerbridge Road, Suite 106, Hamilton, NJ 08619 • United States
6718 Washington Avenue, Egg Harbor Twp, NJ 08234 • United States
621 Beverly Rancocas Road, Willingboro, NJ 08046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gappa Llc | Hamilton | NJ | 09/1999 | 02/2022 |
| Lpl Financial | Hamilton | NJ | 02/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2022 | Present |
1- 01/2012 / TORREGAVETA LLC DBA Blend Bar & Bistro / Business Owner / Non Investment Related / Hamilton, NJ 2- 01/2022 / PD MEDIA LLC / Business Owner / Non Investment Related / Hamilton, NJ 3- 01/2018 / GAPPA 1270 LLC / Real Estate Rental / Investment Related / 1270 Olden Ave. Hamilton NJ 4- 02/2022 / MERCER WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / Hamilton, NJ 5- 01/1999 / GAPPA 33 LLC DBA Brothers Pizza Rt. 33 / Business Owner / Non Investment Related / Hamilton, NJ 6- 05/24/2022 - Private Advisor Group - DBA: MERCER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Start Date - 3/1/2021 - 160 Hours Per Month/ 130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 05/2022. 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. 7- 05/24/2022 - PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 3/1/2021 - 160 Hours Per Month/ 130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 05/2022. 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. 8- 11/27/2024 - Buttonwood Wealth Management - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 05/08/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-13 |
Reach out to this advisor