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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welch & Company | Enfield | CT | 01/1988 | Present |
| Avantax Investment Services, Inc. | Enfield | CT | 10/1997 | 09/2025 |
| Cetera Wealth Services, Llc | Enfield | CT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Welch & Company~'NIR'~74 Palomba dr~Enfield~CT~06082~Tax Preparation/Accounting~Tax Preparation/Accounting~10/1/1998~40hrs~30hrs~principal|Aspen Financial~'NIR'~74 Palomba Dr~Enfield~CT~06082~Other~Owner/Sole Proprietor~12/1/2003~120hrs~90hrs~operational/marketing name only|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-11 |
Reach out to this advisor