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 | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
603 Stanwix St Ste 1200, Pittsburgh, PA 15222 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifft & Palmer Associates, Llc | Pittsburgh | PA | 04/1997 | Present |
| Voya Financial Advisors | Pittsburgh | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Ifft & Palmer Wealth Management | Pittsburgh | PA | 07/2025 | Present |
1. NAME OF ENTITY:IFFT & PALMER ASSOCIATES, LLC; Yes; 625 STANWIX STREET STE 2104; PITTSBURGH; PA; 15222; FINANCIAL SERVICES/DBA; ASSOCIATE/SALES; 7/1/2013; 160; 160; INSURANCE & FINANCIAL SERVICES AND SALES 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 603 Stanwix Street, Suite 1200; PITTSBURGH; PA; 15222; fixed insurance sales; Independent Insurance Agent; 7/19/2004; 160; 160; sales of fixed insurance products 3. NAME OF ENTITY:Christ the Divine Teacher Catholic Academy; No; 205 Brilliant Avenue; Pittsburgh; PA; 15215; School Advisory Council; Board Member; 3/31/2021; 1; 0; Attend Meetings; 4. NAME OF OTHER BUSINESS: IFFT & PALMER WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: OWNER, 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
Reach out to this advisor