Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
21 Tamal Vista Blvd Suite 115, Corta Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Corte Madera | CA | 06/1998 | 10/2019 |
| 1St Global Advisors, Inc | Corte Madera | CA | 06/1998 | 10/2019 |
| Frederiksen-Crawford Cpas, Inc. | Corte Madera | CA | 02/2007 | Present |
| Avantax Advisory Services | Corte Madera | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Corte Madera | CA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Corte Madera | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FREDERIKSEN AND COMPANY POSITION: PRESIDENT/OWNER NATURE: CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/1973 ADDRESS: 5768 PARADISE DRIVE, FLOOR 2, CORTE MADERA CA 94925, United States DESCRIPTION: PRESIDENT, CHIEF OPERATING OFFICER 2) FREDERIKSEN-CRAWFORD CPAS INC. POSITION: SHAREHOLDER/OFFICER NATURE: CPA FIRM INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/28/2009 ADDRESS: 5768 PARADISE DRIVE, FLOOR 2, CORTE MADERA CA 94925, United States DESCRIPTION: SHAREHOLDER/OFFICER OF CPA FIRM PROVIDING TAX, ACCOUNTINGAND CONSULTING SERVICES TO CLIENTS 3) CYBER 631 INC. POSITION: VICE PRESIDENT NATURE: SALE OF CYBER SECURITY SOFTWARE PACKAGE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2019 ADDRESS: 3030 BRIDGEWAY, SUITE 200, SAUSALITO CA 94965, United States DESCRIPTION: STRATEGIC PLANNING. PRODUCT PROMOTION. SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-12 |
Reach out to this advisor