Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
450 Independence Pkwy, Ste 100, Plano, TX 75075 • United States
1170 Corporate Dr W, Ste 204, Arlington, TX 76006 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paxel Consulting Llc | Arlington | TX | 02/2023 | 03/2023 |
| Paxel Consulting Llc | Arlington | TX | 05/2022 | 07/2022 |
| Avantax Investment Services Inc. | Arlington | TX | 02/2023 | 09/2025 |
| Avantax Advisory Services | Arlington | TX | 02/2023 | 09/2025 |
| Ohio State University | Columbus | OH | 08/2019 | 12/2022 |
| Ulink College | Suzhou | 08/2015 | 07/2019 | |
| Unemployed | Suzhou | 01/2023 | 01/2023 | |
| Paxel Consulting Llc | Arlington | TX | 02/2023 | Present |
| Cetera Wealth Services, Llc | Arlington | TX | 09/2025 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 07/2026 |
| Lpl Financial, Llc | Arlington | TX | 07/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2026 | Present |
1.07/16/2026; PAXEL CONSULTING LLC; Tax Prep/Accounting/CPA; Investment Related; Arlington,TX; Start Date 06/30/2026; 160hrs/mth; 130hrs during trading 2.07/16/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paxel Financial Consulting; Investment Related; at Reported Business Location(s); Start Date 07/07/2026; 160hrs/mth; 130hrs during trading 3.08/25/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/07/2026; 160hrs/mth; 130hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 07/20262. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
Reach out to this advisor