Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
11900 Olympic Blvd Ste 780, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2019 | Present |
| Goldstein Financial - Brentwood Financial Advisors | Los Angeles | CA | 06/2019 | Present |
| Maximum Yarnage | Upland | CA | 05/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Oppenheimer & Co. Inc. | Los Angeles | CA | 06/2000 | 06/2019 |
1. NAME OF OTHER BUSINESS: MAXIMUM YARNAGE INVESTMENT RELATED: NO ADDRESS: 620 W VERNON DRIVE, UPLAND, CA 91786 NATURE OF BUSINESS: HAND DYED YARN, KNITTING/CROCHET, TUTORIALS, ARTS START DATE: 5/19 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1-3 APX NUMBER OF HOURS DURING TRADING HOURS: 1-3 BRIEF DESCRIPTION OF DUTIES: OWNER 2. NAME OF OTHER BUSINESS: GOLDSTEIN FINANCIAL - BRENTWOOD FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL INDUSTRY START DATE: 6/19 POSITION/TITLE/RELATIONSHIP: SR. CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL DUTIES SUCH AS CLIENT CUSTOMER SERVICE AND ADMINISTRATIVE ASSISTANT DUTIES, SALES ASSISTANT TO LARRY GOLDSTEIN AND BROOKE GOLDSTEIN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-21 |
Reach out to this advisor