Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
100 Old Town Road Suite 200, Vestavia, AL 35216 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Vestavia | AL | 04/2012 | 02/2025 |
| (Dba) All Choice Insurance Grp (Moore Insurance & Financial Svc) | Vestavia | AL | 12/2012 | Present |
| Cetera Wealth Services, Llc | Vestavia | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) (dba) ALL CHOICE INSURANCE GROUP (MOORE INSURANCE & FINANCIAL SERVICES); Investment Related; 100 Old Towne Rd, Suite 200, Vestavia AL 35216; Insurance and Investments; President/Owner; Start Date 12/2012; 100 hours per month with 5 of those hours occurring during trading hours; I offer life, universal, and whole life insurance as well as property and casualty products. I also provide mutual funds, ETFs, annuities, and wrap fee accounts to clients. >> 2) PROVIDENCE INVESTMENTS; Non-Investment Related; 29 Olmstead Street, Birmingham, AL 35242; Rental Property; Owner; Start Date 11/2011; No hours per month; Apartment complex of which I am one of the partners 3) NAME OF OTHER BUSINESS: KDM CABINS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MAINTAIN A MOUNTAIN HOUSE FOR WEEKLY RENTALS USING A RENTAL COMPANY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-03 |
Reach out to this advisor