Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-22 |
| IL | RA | APPROVED | 2012-12-05 |
Branch Locations
3201 S Meadow Brook Road Suite B, Springfield, IL 62711 • United States
207 West Jefferson Ste 306, Bloomington, IL 61701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2012 | Present |
| Cornerstone Advisers, Llc | Springfield | IL | 11/2012 | Present |
1) CORNERSTONE ADVISERS, LLC; DBA NAME FOR INVESTMENT PRACTICE - INV. RELATED; SPRINGFIELD, IL; FINANCIAL ADVISOR; SINCE 11/2012; 160 HRS/MONTH DURING SECURITIES TRADING HOURS: 2) FAMILY SERVICE CENTER; NOT INVESTMENT REL; 730 E VINE ST, SPRINGFIELD, IL 92703; NOT FOR PROFIT ORGANIZATION; START DATE 7/2015; 2 HOUR/WEEK NOT DURING TRADING HOURS; BOARD MEMBER - TREASURER 3) NAME OF OTHER BUSINESS: CORNERSTONE WEALTH PLANNERS, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR EXPENSES ; START DATE: 12/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSES ; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-28 |
Reach out to this advisor