Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-03 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
101 Crawfords Corner Rd. Suite 101-4R, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2023 | 06/2024 |
| Friends Cafe | New Brunswick | NJ | 08/2023 | 06/2024 |
| Rutgers University | New Brunswick | NJ | 08/2019 | 08/2023 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2022 | 08/2022 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2021 | 08/2021 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2020 | 08/2020 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2019 | 08/2019 |
| Ups | Atlanta | GA | 06/2020 | 08/2020 |
| Kimball Union Academy | Meriden | NH | 09/2018 | 06/2019 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2017 | 08/2017 |
| Marlborough Community Development Authority | Marlborough | MA | 06/2018 | 08/2018 |
| Marlborough High School | Marlborough | MA | 09/2015 | 06/2018 |
| Lpl Financial Llc | Holmdel | NJ | 06/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2024 | Present |
1. 05/21/2024 - Emeritus Wealth Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/3/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 06/03/2024 - Friends Cafe - Non-Inv Related - New Brunswick, NJ - Outside/W-2 Employment - Start date 09/01/2024 - 40 hrs/mo; 5 Hrs During Trading. 3. 06/05/2024 - NewEdge Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 6/3/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2024. 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 | 2024-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
Reach out to this advisor