Best Investors
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Account
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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
| CO | RA | APPROVED | 2026-01-06 |
| MI | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2026-01-02 |
| WY | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-04 |
| VA | RA | APPROVED | 2023-12-04 |
| NJ | RA | APPROVED | 2023-05-17 |
Branch Locations
1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Investment Advisory Llc | Morristown | NJ | 01/2023 | Present |
| Iconnections | Gladwyne | PA | 11/2021 | 06/2022 |
| Unemployed/Illness | Morristown | NJ | 02/2020 | 10/2021 |
| Bny Mellon|Pershing | Jersey City | NJ | 02/2017 | 02/2020 |
| Unemployed | Morristown | NJ | 10/2016 | 01/2017 |
| Unemployed | Morristown | NJ | 06/2022 | 01/2023 |
| Beacon Trust Company | Morristown | NJ | 06/2012 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
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