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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Sarasota | FL | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 08/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2020 | 02/2024 |
| Cetera Investment Advisers Llc | Daphne | AL | 08/2020 | Present |
| Heritage Point Properties | Lexington | KY | 06/2022 | Present |
| Keller Willliams Bluegrass Realty | Lexington | KY | 10/2023 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2024 | Present |
| Alabama Credit Union | Daphne | AL | 02/2024 | Present |
1. BOARDMEMBER OF MULHERIN HOME; ATTEND QUARTERLY MEETINGS. 2. PLANNING COMMITTEE MEMBER FOR NATIONAL WILD TURKEY FEDERATION BEARD BUSTERS, DUAL SIGNOR ON CHAPTER CHECKS, 30/MINS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-04 |
Reach out to this advisor