Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-12 |
| TN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
8 Mason Road, Three Way, TN 38343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve And Brad Little | Jackson | TN | 03/2012 | 08/2020 |
| Voya Financial Advisors | Jackson | TN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: independent insurance agent; Yes; 24 OLD HICKORY COVE; JACKSON; TN; 38305; Fixed Insurance Sales; Independent Insurance Agent; 8/20/2007; 32; 32; Sales of Fixed Insurance Products| 2. NAME OF OTHER BUSINESS: 401KYLE.COM; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
Reach out to this advisor