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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 06/2015 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2015 | 05/2022 |
| Lpl Financial Llc | Niskayuna | NY | 05/2022 | 05/2025 |
| Cetera Investment Services Llc | Albany | NY | 05/2025 | Present |
| Cetera Investment Advisers Llc | Albany | NY | 05/2025 | Present |
| First New York Federal Credit Union | Albany | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-08 |
Reach out to this advisor