Best Investors
Account
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Best Investors
Account
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230 West Delaware Avenue, Pennington, NJ 08534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-26 |
Branch Locations
230 West Delaware Avenue, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2017 | 09/2021 |
| Unemployed | Basking Ridge | NJ | 06/2017 | 06/2017 |
| Desales University | Center Valley | PA | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Pennington | NJ | 08/2019 | 09/2021 |
| Fidelity Investments | Annandale | NJ | 10/2021 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Palante Wealth | Pennington | NJ | 12/2025 | Present |
Treasurer for non- profit "Strong Like Ellie", based out of North Carolina. It is not investment related, and I spend only a couple hours a month working in it. This started in May 2025, and all work is done outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
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