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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2014 | Present |
| Benchmark Advisor Networks | Palmyra | PA | 04/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2014 APX NUMBER OF HOURS PER WEEK: 5 HOURS/WEEK APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: BENCHMARK LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES AND PLANNING START DATE: 4-2014 APX NUMBER OF HOURS PER WEEK: 16-24 APX NUMBER OF HOURS DURING TRADING HOURS: 16-24 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISER, FINANCIAL ADVICE, WEALTH MANAGEMENT, FINANCIAL PLANNING, AND INSURANCE 3. NAME OF OTHER BUSINESS: BENCHMARK ADVISOR NETWORKS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2014, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 45, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: SWATARA ACTION TEAM ; INVESTMENT RELATED: NO; ADDRESS: 5875 GENSEMER LANE HARRISBURG, PA 17111; NATURE OF BUSINESS: CIVIC ORGANIZATION ; START DATE: 12/2021 ; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: COMMUNITY OUTREACH, EVENT PLANNING, REPORT TO GROUP AT MEETINGS ; 5. NAME OF OTHER BUSINESS: CENTRAL DAUPHIN SCHOOL BOARD; INVESTMENT RELATED: NO; ADDRESS: 600 RUTHERFORD ROAD, HARRISBURG, PA 17109; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: SCHOOL BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BE A VOTING MEMBER OF THE SCHOOL BOARD AND ASSIGNED TO WHATEVER COMMITTEES THEY APPOINT ME TO; 6. NAME OF OTHER BUSINESS: CENTRAL DAUPHIN SCHOOL BOARD; INVESTMENT RELATED: NO; ADDRESS: 600 RUTHERFORD ROAD, HARRISBURG, PA 17111; NATURE OF BUSINESS: BOARD; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: FINANCE & POLICY COMMITTEES; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE BUDGET & REVIEWS THE POLICIES OF THE DISTRICT AND MAKES RECOMMENDATIONS FOR REVISIONS TO THE SCHOOL DISTRICTS POLICIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
Reach out to this advisor