Best Investors
Account
Sign in
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 | 2023-06-29 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
8200 Greensboro Drive Suite 625, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kurtz, Connor, Browning & Phillips, Llc | Mclean | VA | 11/2013 | Present |
| Voya Financial Advisors | Vienna | VA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:POWER OF ATTORNEY; No; 8 COREOPSIS COURT; SANTA FE; NM; 87508; POA; POA; 11/12/2016; 1; 0; POWER OF ATTORNEY FOR AUNT|NAME OF ENTITY: Kurtz, Connor, Browning & Phillips, LLC (KCBP,LLC); Yes; SAME AS REGISTERED LOCATION ; FINANCIAL SERVICES/DBA; FINANCIAL ADVISOR; 11/12/2013; 160; 140; INSURANCE & INVESTMENT PRODUCTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION ; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/14/2013; 20; 20; SALE OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-14 |
Reach out to this advisor