Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-23 |
Branch Locations
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Reston, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Reston | VA | 03/2018 | 01/2020 |
| Raymond James Financial Services, Inc. | Reston | VA | 07/2017 | 03/2018 |
| Unemployed | Reston | VA | 06/2017 | 06/2017 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2013 | 05/2017 |
| Bcr Property Management | Blacksburg | VA | 10/2015 | 05/2017 |
| Keystone Asset Management, Inc. | Mclean | VA | 12/2016 | 01/2017 |
| Lpl Financial Llc | Reston | VA | 01/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2021 | Present |
1)01/23/2020 - Global Advisor Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 - 160 hr/mth 2) 01/07/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:07/08/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 01/07/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/16/2020 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-29 |
Reach out to this advisor