Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Marlton | NJ | 01/2013 | 01/2020 |
| Mml Investors Services, Llc | Marlton | NJ | 03/2017 | 01/2020 |
| Securian Financial Services | Saint Paul | MN | 05/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2020 | 08/2023 |
| Delaware Valley Advisors | Huntingdon | PA | 05/2020 | Present |
| Securian Financial Services | Saint Paul | MN | 04/2020 | 05/2020 |
| Deleware Valley Advisors | Huntingdon | PA | 04/2020 | 05/2020 |
| Cetera Wealth Services, Llc | Galloway | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2020 ADDRESS: 1800 Byberry Rd, 620 W. Germantown Pike, Plymouth Meeting PA 19462, United States DESCRIPTION: Fixed insurance sales. 2. NAME OF OTHER BUSINESS: WEALTHBRIDGE FINANCIAL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
Reach out to this advisor