Best Investors
Account
Sign in
Best Investors
Account
Sign in
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| AL | RA | APPROVED | 2022-09-20 |
Branch Locations
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities (Fka Proequities) | Mobile | AL | 12/2006 | 07/2022 |
| Unknown | Mobile | AL | 07/2022 | Present |
PROINVESTMENT SOLUTIONS; Investment Related; 7550 Brockton Court, Mobile AL 36695; Financial and Insurance Services; Owner; Start Date 01/2007; 160 hours per month with 7 hours per month occurring during trading hours; Offering securities and insurance products to clients and prospective clients. Dually Registered Representative with Jeffrey Matthews Financial Group, LLC and Investment Advisory Representative with Jeffrey Matthews Wealth Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-06 |
Reach out to this advisor