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 |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-09 |
Branch Locations
651 Suncrest Towne Center Drive, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities | Memphis | TN | 02/2009 | 12/2016 |
| Unemployed | Spring Hill | TN | 01/2017 | 03/2017 |
| Allstate Insurance Company | Spring Hill | TN | 03/2017 | 12/2018 |
| Pruco Securities, Llc. | Franklin | TN | 04/2019 | 08/2020 |
| The Prudential Insurance Company Of America | Franklin | TN | 04/2019 | 08/2020 |
| Unemployed | Spring Hill | TN | 01/2019 | 04/2019 |
| The Huntington Investment Company | Morgantown | WV | 08/2020 | 08/2022 |
| The Huntington Investment Company | Columbus | OH | 08/2022 | 10/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2025 | Present |
| First United Bank & Trust | Morgantown | WV | 09/2025 | Present |
| Huntington National Bank | Morgantown | WV | 10/2022 | 09/2025 |
| Cetera Investment Advisers Llc | Morgantown | WV | 10/2025 | Present |
1.) SENIOR WEALTH ADVISOR AT FIRST UNITED BANK AND TRUST; HELP CLIENTS ADMINISTOR ACCOUNTS AND ASSIST IN FINANCIAL PLANNING; MANAGE PACKAGING AND SUBMISSIONS OF TRUST DOCUMENTS; MAINTAIN TIMELY AND ACCURATE RECORDS FOR TRUST DEPT. 2.) MEMBER OF BOARD OF DIRECTOR AT PACE ENTERPRISES; 1 HR/WK. 3.) CHAIRMAN OF STANDING ALUMNI ENGAGEMENT COMMITTEE AND VOLUNEER FOR STUDENT LEADERSHIP EDUCATIONAL OPPORTUNITY EVENTS AT PI KAPPA PHI FRATERNITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
Reach out to this advisor