Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-10 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2043 N Bechtle Ave, Springfield, OH 45504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2016 | 06/2018 |
| Barings Llc | Charlotte | NC | 04/2018 | 06/2022 |
| Bank Of America | Charlotte | NC | 06/2022 | 06/2025 |
| Unemployed | Xenia | OH | 06/2025 | 12/2025 |
| Mccombs Financial Services | Springfield | OH | 01/2026 | Present |
| Lpl Financial Llc | Springfield | OH | 01/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 08/2026 | Present |
1) 2026-02-27 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - McCombs Financial Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-23 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Private Advisor Group, LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-02-23 - 160hrs/mth - 160hrs/mth during trading 3) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) McCombs Financial Services - Registered Investment Advisor DBA - Y - at reported business location(s) - 2026-02-23 - 160hrs/mth - 160hrs/mth during trading - Financial Planner offering financial planning services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-08 |
Reach out to this advisor