Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax On Wheels, Llc | Irmo | SC | 01/1991 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2000 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2020 | Present |
1) TAX ON WHEELS, LLC; NOT INV REL; IRMO, SC; TAX CONSULTING AND RETURN PREPARATION FIRM; OWNER; START DATE OF 01/1991; 40 HRS/WK DURING TRADING HOURS: 2) MEDICAL INSURANCE; LICENSED AGENT; START DATE IS 05/05/04; 3 HRS/WK; FIRM IS NOT A RIA NOR DOES IT OFFER FINANCIAL SERVICES: 3) GOOGLE ADVERTISING FOR NON-INVESTMENT RELATED WEBSITES; IRMO, SC; OWNER OF WEBSITES; START DATE OF 06/2010; 0 HRS/WK: 4) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 122 FINLEY RD, BELTON, SC 29627; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD; 5) NAME OF OTHER BUSINESS: ROSCOE COOLEY FARM; INVESTMENT RELATED: NO; ADDRESS: 122 FINLEY RD, BELTON, SC 29627; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FARM INHERITED LAND AND SELL CROPS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-06 |
Reach out to this advisor