Best Investors
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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| NJ | RA | APPROVED | 2024-10-15 |
| VT | RA | APPROVED | 2024-10-14 |
| CA | RA | APPROVED | 2024-10-12 |
| NC | RA | APPROVED | 2024-10-12 |
| PA | RA | APPROVED | 2024-10-12 |
| SC | RA | APPROVED | 2024-10-12 |
| VA | RA | APPROVED | 2024-10-12 |
Branch Locations
2329 Hwy 34 Suite 303, Manasquan, NJ 08736 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Froehlich Financial Group Ltd. | Spring Lake Heights | NJ | 10/2002 | Present |
| American Portfolio'S Financial Services | Spring Lake Heights | NJ | 05/2005 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Scottsdale | AZ | 10/2024 | Present |
1. NEW JERSEY SENIOR TAX ADVISORS - PROVIDE TAX ADVICE AND PREPARATION. 10 HRS PER WEEK. 50% OWNER. SELLING MEDICARE AND LIFE INSURANCE POLICIES-NOT INVESTMENT RELATED, START DATE 1/1/2017, 15 HOURS DEVOTED PER MONTH , 10 HOURS DEVOTED DURING MARKET HOURS 2. NJ SENIOR TAX ADVISORS LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 2329 Hwy 34, suite 303, Manasquan NJ 08736, United States DESCRIPTION: Broker for Medicare Advantage and Medicare Supplement insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-26 |
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