Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-30 |
Branch Locations
1910 Towne Center Blvd., Suite 250, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Anapolis | MD | 06/2025 | Present |
| Private Advisor Group | Anapolis | MD | 06/2025 | Present |
| Financeforward, Llc | Annapolis | MD | 05/2022 | 12/2024 |
| Ace Aquatics | Annapolis | MD | 05/2020 | 09/2020 |
| Loyola University Maryland Rec And Wellness Student Employee | Baltimore | MD | 09/2022 | 05/2025 |
| Ace Aquatics | Kingsport | MD | 06/2015 | 06/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 01/2026 | Present |
1) 10/17/2025 - Private Advisor Group, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date: 10/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading - 100% time spent. 2) 10/17/2025 - Finance Forward / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date:10/15/2025 - 8 Hrs/Mth - 160 Hrs During Trading - 100 % time spent. 3) 10/24/2025 - Private Advisors Group, LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:10/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
Reach out to this advisor