Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-22 |
Branch Locations
1800 Route 34 Building 2 Suite 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Resource Group | Wall | NJ | 01/2023 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 01/2023 | Present |
| Securian Financial Services Inc | St Paul | MN | 01/2023 | 08/2023 |
| Kubels Barnegat Light | Barnegat Light | NJ | 05/2018 | Present |
| Calloways Bar And Restaurant | West Creek | NJ | 05/2016 | 01/2018 |
| Rutgers University | New Brunswick | NJ | 09/2014 | 05/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumberg | IL | 02/2024 | Present |
| Margfinancial | Wall | NJ | 07/2023 | Present |
1) MID ATLANTIC BENEFIT STRATEGIES FIXED INSURANCE; WALL, NJ 07719; INVESTMENT RELATED; SALESPERSON; 01/2023-ONGOING; 10 HRS/MONTH; 2 TRADE HRS/MONTH*Kubels; Barnegat Light, NJ 08006; food/beverage service; employee; non-investment related; 05/2018-ongoing; 60 hrs/month; 0 trade hrs/month. 2) KUBELS POSITION: Employee NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2018 ADDRESS: 7th and Bayview, Barnegat Light NJ 08006, United States DESCRIPTION: I was a food and beverage server at Kubels before starting my full time position; I plan to continue to pick up shifts, but sporadically with no conflict of trading hours. 3) NAME OF OTHER BUSINESS: MARGFINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
Reach out to this advisor