Best Investors
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Account
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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Toms River | NJ | 06/2017 | 08/2017 |
| T. Rowe Price | Baltimore | MD | 06/2018 | 08/2018 |
| T. Rowe Price | Baltimore | MD | 07/2019 | 07/2022 |
| The College Of New Jersey | Ewing | NJ | 08/2015 | 05/2019 |
| Bloomberg | New York | NY | 09/2022 | 05/2024 |
| Smallwood Wealth Management | Red Bank | NJ | 07/2024 | 10/2025 |
| Smallwood Wealth Management, Llc | Red Bank | NJ | 07/2024 | 10/2025 |
| Regulus Financial Group, Llc | Kentwood | MI | 02/2025 | 10/2025 |
| Ubs Financial Services Inc. | Wall | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-20 |
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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