Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-07 |
Branch Locations
Point Pleasant, NJ • United States
1305 Campus Parkway, Wall Township, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Wall Township | NJ | 04/2017 | Present |
| Mml Investors Services, Llc | Wall Township | NJ | 04/2017 | Present |
| Barnegat High School | Barnegat | NJ | 09/2012 | 09/2016 |
| Creative Financial Strategies | Wall Township | NJ | 09/2016 | Present |
(1) NAME: CREATIVE RISK MANAGEMENT INV REL: Y ADD: 1305 CAMPUS PARKWAY WALL NJ 07753 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: BROKER START: 01/01/2025 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, P & C & FIXED ANNUITIES (2) NAME: SQUEAKY CLEANING SERVICES INV REL: Y ADD: 15 SAVANNAH DR, BARNEGAT, NJ 08005 NATURE: CLEANING COMPANY POSITION: OWNER START: 03/01/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: RUN THE DAY TO DAY OPERATIONS WHICH IS LIMITED TO MOSTLY JUST SENDING OUT CHECKS TO WORKS AND TRYING TO EXPAND THE COMPANY BY GETTING NEW CLIENTS. (3) NAME: FREEHOLD DISTILLING COMPANY INV REL: N ADD: 3745 ROUTE 9, FREEHOLD NJ 07728 NATURE: DISTILLATION AND SALES OF SPIRTS POSITION: SHAREHOLDER START DATE: 01/01/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SHARE HOLDER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
Reach out to this advisor