Best Investors
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Account
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163 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-17 |
| GA | RA | APPROVED | 2026-06-15 |
| FL | RA | APPROVED | 2026-06-09 |
| AZ | RA | APPROVED | 2026-06-04 |
| LA | RA | APPROVED | 2026-05-29 |
| WV | RA | APPROVED | 2026-05-13 |
| MA | RA | APPROVED | 2026-05-11 |
| ND | RA | APPROVED | 2026-05-06 |
| VI | RA | APPROVED | 2026-05-04 |
| NV | RA | APPROVED | 2026-04-30 |
| NM | RA | APPROVED | 2026-04-30 |
| AL | RA | APPROVED | 2026-04-29 |
| AK | RA | APPROVED | 2026-04-29 |
| AR | RA | APPROVED | 2026-04-29 |
| CA | RA | APPROVED | 2026-04-29 |
| CO | RA | APPROVED | 2026-04-29 |
| CT | RA | APPROVED | 2026-04-29 |
| DE | RA | APPROVED | 2026-04-29 |
| HI | RA | APPROVED | 2026-04-29 |
| ID | RA | APPROVED | 2026-04-29 |
| IL | RA | APPROVED | 2026-04-29 |
| IN | RA | APPROVED | 2026-04-29 |
| IA | RA | APPROVED | 2026-04-29 |
| KS | RA | APPROVED | 2026-04-29 |
| KY | RA | APPROVED | 2026-04-29 |
| ME | RA | APPROVED | 2026-04-29 |
| MD | RA | APPROVED | 2026-04-29 |
| MI | RA | APPROVED | 2026-04-29 |
| MN | RA | APPROVED | 2026-04-29 |
| MS | RA | APPROVED | 2026-04-29 |
| MO | RA | APPROVED | 2026-04-29 |
| MT | RA | APPROVED | 2026-04-29 |
| NE | RA | APPROVED | 2026-04-29 |
| NH | RA | APPROVED | 2026-04-29 |
| NJ | RA | APPROVED | 2026-04-29 |
| NY | RA | APPROVED | 2026-04-29 |
| NC | RA | APPROVED | 2026-04-29 |
| OH | RA | APPROVED | 2026-04-29 |
| OK | RA | APPROVED | 2026-04-29 |
| OR | RA | APPROVED | 2026-04-29 |
| PA | RA | APPROVED | 2026-04-29 |
| PR | RA | APPROVED | 2026-04-29 |
| RI | RA | APPROVED | 2026-04-29 |
| SC | RA | APPROVED | 2026-04-29 |
| SD | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
| UT | RA | APPROVED | 2026-04-29 |
| VT | RA | APPROVED | 2026-04-29 |
| VA | RA | APPROVED | 2026-04-29 |
| WA | RA | APPROVED | 2026-04-29 |
| WI | RA | APPROVED | 2026-04-29 |
| WY | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Trust | Morristown | NJ | 04/2026 | Present |
| Hartford Funds Distributors, Llc | Wayne | PA | 07/2017 | 03/2023 |
| Jpmorgan | Newark | DE | 05/2013 | 07/2017 |
| Villanova University | Villanova | PA | 08/2015 | 08/2017 |
| Cnr Securities, Llc | New York | NY | 03/2023 | 04/2026 |
1) Name of Entity: Rental Property Non-investment related Address of OBA: Rental Property #1 is 376 W 22nd Street, Chester, PA 19013; and Rental Property #2 is 252 W 22nd Street, Chester, PA 19013 Nature of OBA: Rental property income Position/Title/Relationship: I own two rental properties which are held by me and wife personally (not within an LLC or any other type of company) Start date: 01/04/20 Time devoted: 2 hours per month; 0 during securities trading hours Duties: I act as the property manager which includes taking tenant phone calls, bookkeeping, and completing maintenance on the properties as needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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