Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
1200 Harger Rd, Ste 711, Oak Brook, IL 60523 • United States
18161 Morris Ave Suite 103, Homewood, IL 60430 • United States
1200 Harger Road Suite 711, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-06 |
| IN | RA | APPROVED | 2018-01-05 |
| TX | RA | APPROVED_RES | 2017-12-04 |
| IL | RA | APPROVED | 2017-11-21 |
Branch Locations
1200 Harger Road Suite 711, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Ergawealth Advisors | Clarendon Hills | IL | 09/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. DBA: ERGAWEALTH ADVISORS, INVESTMENT RELATED, SAME AS OFFICE ADDRESS, FINANCIAL PLANNING, INVESTMENTS AND INSURANCE SERVICES, START 11/05/2013, 40 PLUS HOURS PER WEEK - DURING TRADING HOURS, PRESIDENT, WEALTH MANAGER. 2.NAME OF OTHER BUSINESS: ERGAWEALTH ADVISORS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY SERVICES 3. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 01/2020, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, DISABILITY, AND LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
Reach out to this advisor