Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-11-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Bernardsville, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 05/2004 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2011 | Present |
1. 05/28/2004 - NON-VARIABLE INSURANCE DBA - DBA-FRINGE BENEFIT AND LLC 2. 06/11/2007 - OTHER-HAS - OFFERING HSA PLANS AS PART OF THE GROUP MEDICAL INSURANCE I ALREADY SELL - TIME SPENT 1% 3. 1/30/2012 - REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) PROVIDE ASSET MANAGEMENT AND FINANCIAL PLANNING FOR A FEE. - TIME SPENT 25%. 4. 08/17/2015 - FRINGE BENEFITS, LLC - OTHER - INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/09/1978 - 10 HRS/MO DURING SECS TRDG HRS. 5. 12/28/2016 - CRUMP Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/01/2014 - 5 Hours Per Month During Securities Trading. 6. 12/30/2019 - Secura Consultants - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Selling an occasional disability income policy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-28 |
Reach out to this advisor