Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
821 West Benfield Rd Ste 2, Severna Park, MD 21146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brk Financial, Llc | Severna Park | MD | 02/2010 | Present |
| Voya Financial Advisors | Severna Park | MD | 04/2016 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:BRK FINANCIAL, LLC; Yes; 821 W BENFIELD RD STE 2; SEVERNA PARK; MD; 21146; FINANCIAL SERVICES; OWNER; 2/1/2010; 180; 180; SALE AND SERVICE OF FIXED INSURANCE, AND SECURITIES PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 821 W BENFIELD RD STE 2; SEVERNA PARK; MD; 21146; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/15/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Severna Park Green Hornets; No; 13 Saint Andrews Garth; Severna Park; MD; 21146; Coaching tee ball, baseball, and soccer; Coach; 7/26/2018; 16; 0; Coaching youth sport teams|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-19 |
Reach out to this advisor