Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-21 |
Branch Locations
460 E Swedesford Road Suite 2030, Wayne, PA 19087 • United States
Ardmore, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2016 | 08/2017 |
| Cetera Advisors Llc | Denver | CO | 02/2016 | 08/2017 |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2016 | 08/2017 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2016 | 08/2017 |
| Girard Securities, Inc. | San Diego | CA | 02/2016 | 08/2017 |
| Investors Capital Corp. | Lynnfield | MA | 02/2016 | 11/2016 |
| First Allied Securities, Inc. | San Diego | CA | 02/2016 | 08/2017 |
| Legend Equities Corporation | Palm Beach Gardens | FL | 02/2016 | 12/2016 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 02/2016 | 08/2017 |
| Vsr Financial Services, Inc. | Overland Park | KS | 02/2016 | 11/2016 |
| Magis Financial Partners | Horsham | PA | 08/2017 | 12/2017 |
| Cetera Advisors Llc | Denver | CO | 09/2017 | Present |
| Magis Financial Partners | Horsham | PA | 12/2017 | Present |
| Vf Associates, Inc | Elverson | PA | 03/2021 | 11/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. DBA MAGIS FINANCIAL PARTNERS, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 03/2021, VP-FINANCIAL CONSULTANT, APX NUMBER OF HOURS PER WEEK: 35, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES THROUGH CETERA ADVISORS 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 12/2017, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
Reach out to this advisor