Best Investors
Account
Sign in
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 | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borough Of Manasquan | Manasquan | NJ | 05/2016 | 09/2022 |
| Reef And Barrel | Manasquan | NJ | 02/2017 | 08/2024 |
| Rowan University | Glassboro | NJ | 09/2018 | 05/2022 |
| Super Foodtown | Sea Girt | NJ | 02/2020 | 06/2020 |
| Walsh Consulting Llc | Lincoln Park | NJ | 02/2021 | 11/2021 |
| New York Life Insurance Company | Wall | NJ | 08/2022 | 03/2026 |
| Nylife Securities Llc | Wall | NJ | 04/2023 | 03/2026 |
| Prime 13 Steakhouse | Point Pleasant Beach | NJ | 08/2024 | 12/2024 |
| Safe Harbor Financial | Wall | NJ | 03/2026 | Present |
| Cetera Advisors Llc | St Cloud | MN | 03/2026 | Present |
| Safe Harbor Wealth Partners Llc | Wall | NJ | 06/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2022; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 50; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SAFE HARBOR FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, WEALTH MANAGEMENT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 50; BRIEF DESCRIPTION OF DUTIES: OFFERING VARIABLE AND FIXED INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: SAFE HARBOR WEALTH PARTNERS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
Reach out to this advisor