Best Investors
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Account
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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-16 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
Spring Lake Heights, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massacusetts Mutual Life Insurance Company | Springfield | MA | 06/2017 | 08/2017 |
| Mml Investors Services, Llc | Wall Township | NJ | 06/2017 | 08/2017 |
| The College Of New Jersey | Ewing | NJ | 08/2012 | 05/2017 |
| Unemployed | Belmar | NJ | 08/2017 | 05/2018 |
| Freedom Mortgage | Marlton | NJ | 05/2018 | 01/2019 |
| Monmouth University | West Long Branch | NJ | 01/2019 | 05/2021 |
| Lincoln Investment | Fort Washington | PA | 05/2025 | Present |
| Chris Lukas | Marlton | NJ | 12/2024 | Present |
| Caddie Master Enterprises Inc | Chevy Chase | MD | 03/2021 | 09/2021 |
| Ey | Tysons Corner | VA | 09/2021 | 10/2022 |
| Unemployed | Washington | DC | 11/2022 | 02/2023 |
| Blue Phoenix Usa | Pasadena | MD | 02/2023 | 11/2024 |
Franciscan Community Development Center of Fairview - Volunteer Income Tax Assistance and Tax Counseling for the Elderly (IRS) Position: Volunteer Tax Preparer Nature: provide tax filing assistance to lower and middle income taxpayers Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 2/1/2026 Address: 239 Anderson Ave Fairview, NJ 07022 Description: help lower and middle income taxpayers file their tax return
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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