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 | 2012-07-10 |
Branch Locations
1930 South Brea Canyon Road Suite 150, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2002 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2012 | Present |
| Elz Accountancy Corp. | Walnut | CA | 10/2012 | 12/2016 |
| Ez & Company Cpa Inc Dba Elz Accountancy | Diamond Bar | CA | 12/2016 | Present |
1) NAME OF OTHER BUSINESS: EZ & COMPANY CPA INC DBA ELZ ACCOUNTANCY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING, TAX, & CONSULTING START DATE: 12/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE ACCOUNTING, TAX, AND CONSULTING SERVICES; 2) SELLS HEALTH INSURANCE; RECEIVES RENEWALS ON LIFE INSURANCE PRODUCTS; SINCE 08/2007; 5H/WK 3) NAME OF OTHER BUSINESS: GOLDEN INVESTMENT LLC DBA GOLDEN INVESTMENT ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE INVESTMENT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: HANDLE BUSINESS OPERATIONS ; 4) NAME OF OTHER BUSINESS: EZ FAB LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: E-COMMERCE; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK:5; APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES:ONLINE STORE MAINTENANCE BY COMMUNICATING WITH PLATFORMS SUCH AS AMAZON;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-09 |
Reach out to this advisor