Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-08 |
Branch Locations
54 Route31 N 1St Floor, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uri | Kingston | RI | 01/2018 | 05/2018 |
| Truplan Financial Advisors | Pennington | NJ | 06/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| New Logic Marine Science Camp | Lavalett | NJ | 08/2019 | 08/2019 |
| Uri Student | Kingston | RI | 09/2019 | 05/2020 |
| Ri Dem Fish And Wildlife | Kingston | RI | 11/2020 | 04/2021 |
| Unemployment | Holmdel | NJ | 06/2017 | 08/2017 |
| West Marine | Atlantic Highlands | NJ | 06/2020 | 11/2020 |
| Ri Dem Fish And Wildlife Ri Government Internship Program | Kingston | RI | 06/2019 | 07/2019 |
| Uri | Kingston | RI | 09/2018 | 05/2019 |
| New Logic Marine Science Camp | Lavalett | NJ | 06/2018 | 08/2018 |
| Matunuck Oyster Farm | South Kingstown | RI | 04/2021 | 03/2024 |
| Matunuck Oyster Bar | South Kingstown | RI | 07/2023 | 03/2024 |
| Fidelity Investments | Smithfield | RI | 04/2024 | 07/2025 |
| Quinnipiac University | Hamden | CT | 09/2016 | 05/2017 |
| Quinnipiac University | Hamden | CT | 09/2017 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Aca Foreside | Holmdel | NJ | 09/2025 | 05/2026 |
| Foreside Fund Services, Llc | Holmdel | NJ | 09/2025 | 05/2026 |
1.NAME OF OTHER BUSINESS: TRUPLAN FINANCIAL ADVISORS investment RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: Financial ServiceS Associate APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: Assist Senior Advisors with Financial Services;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
Reach out to this advisor