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 |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-19 |
Branch Locations
675 Old Harrisburg Road, Gettysburg, PA 17325 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Newark | DE | 04/2014 | 02/2017 |
| The Prudential Insurance Company Of America | York | PA | 03/2017 | 08/2019 |
| Pruco Securities Llc | York | PA | 03/2017 | 08/2019 |
| Acnb Bank | Gettysburg | PA | 08/2019 | Present |
| Cetera Investment Advisers Llc | Gettysburg | PA | 08/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2019 | Present |
1) ADMINSTER TRUSTS FOR ACNB BANK; RESPOND TO CLIENT INQUIRIES FOR DISTRIBUTIONS, ENSURE CLIENT PROFILE DATA IS ACCURATE, ARRANGING CLIENT MEETINGS, DETERMINE RISK TOLERANCE AND OBJECTIVES OF POTENTIAL CLIENTS, PREPARE ACCOUNT PAPERWORK, ATTEND INVESTMENT AND ECONOMIC DISCUSSIONS AT BANK, COMPLETE ADMIN REVIEWS; DOES NOT HANDLE SECURITIES TRANSACTIONS, MAKE INVESTMENT DECISIONS, RECOMMEND SPECIFIC SECURITIES, AND NO VOTING AUTHORITY 2) PHENOMENOLOGY, PERFORMING ARTS BOARD MEMBER 3) POA FOR STEP-FATHER 4) CONEWAGO TOWNSHIP POLICE BOARD, BOARD MEMBER, PROVIDE INSIGHT AND ANSWERING 5) ASSIST FATHER IN MARKETING HIS BOOK SERIES; 1 HR/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-18 |
Reach out to this advisor