Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-07 |
| PA | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2017 | 05/2021 |
| Td Bank | Harleysville | PA | 02/2016 | 01/2017 |
| Lincoln Investment | Fort Washington | PA | 06/2021 | 10/2025 |
| Capital Analysts | Fort Washington | PA | 06/2021 | 10/2025 |
| Dort Financial Credit Union Dba Cetera Networks | Mechanicsburg | PA | 11/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 11/2025 | Present |
| Dort Financial Investment Services | Mechanicsburg | PA | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: DORT FINANCIAL CREDIT UNION DBA CETERA NETWORKS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES ON CREDIT UNION PREMISES 2. NAME OF OTHER BUSINESS: DORT FINANCIAL INVESTMENT SERVICES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
Reach out to this advisor