Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| KS | RA | APPROVED | 2012-12-18 |
Branch Locations
1723 Williams St, Great Bend, KS 67530 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Great Bend | KS | 12/2012 | Present |
| Private Advisor Group, Llc | Great Bend | KS | 12/2012 | Present |
1. 12/10/2012 - Private Advisor Group, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 12/18/2012 - Anderson Financial Ltd. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 10/23/2013 - PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) PRIVATE ADVISOR GROUP - DO NOT CHARGE ANY FEES FOR FINANCIAL PLANNING - 1% OF TIME SPENT - GREAT BEND, KS 4. 03/09/2016 - rental house/farming - INV REL - Real Estate Rental - farm ground in Rush County, Kansas - START 01/01/1982 5. 6/6/2018 - Anderson Schwarz Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/01/2018 - 120 Hour(s) Per Month/5 Hour(s) During Trading. 6. 12/5/2019 - Private Advisor Group, LLC - DBA: (Hybrid) Anderson Schwarz Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/06/2018 - 100 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 12/2019. I expect to spend approximately 100 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-30 |
Reach out to this advisor