Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-27 |
| NY | RA | APPROVED | 2022-07-25 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Garden City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Garden City | NY | 11/2016 | 07/2022 |
| Lpl Financial Llc | Merrick | NY | 07/2022 | 01/2025 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Merrick | NY | 07/2022 | Present |
1) Non-Variable Insurance - Lyle Rosman; Investment-Related; Merrick, NY; Insurance; Agent; 3/1999; 160 hrs/mo; 40 hrs/trading; Duties are to sell fixed insurance products and life insurance and disability insurance products. 2) 08/09/2022- Lyle's and Miles' LLC- Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Start Date- 08/01/2022- 1 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
Reach out to this advisor