Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-03-28 |
Branch Locations
46-047 Kamehameha Hwy. #7, Kaneohe, HI 96744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | Saint Cloud | MN | 08/2002 | 05/2017 |
| First Hawaiian Bank | Honolulu | HI | 07/2002 | 07/2020 |
| Raymond James Financial Services Inc | Kailua | HI | 05/2017 | 07/2020 |
| Michael & Tasha Horton Trust | Kaneohe | HI | 01/2003 | 02/2021 |
| Raymond James Financial Services Advisors Inc. | Kailua | HI | 05/2017 | 07/2020 |
| First Hawaiian Bank Advisors Dba | Kailua | HI | 05/2017 | 07/2020 |
| Windward Football Club | Kailua | HI | 05/2019 | 02/2021 |
| American Savings Bank | Honolulu | HI | 12/2020 | 02/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2020 | 02/2021 |
| Cetera Investment Advisers Llc | Honolulu | HI | 12/2020 | 02/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2021 | 03/2024 |
| Hawaii State Federal Credit Union | Kaneohe | HI | 02/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2024 | Present |
| Cetera Investment Advisers Llc | Kaneohe | HI | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-25 |
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