Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
2101 Gaither Rd Ste 600, Rockville, MD 20850 • United States
Gaithersburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 02/2012 | 08/2023 |
| Minnesota Life | St. Paul | MN | 08/2011 | 08/2023 |
| Financial Advantage | Rockville | MD | 08/2011 | Present |
| Cetera Wealth Services, Llc | Rockville | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) FINANCIAL ADVANTAGE BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2011 ADDRESS: 1803 RESEARCH BLVD STE 401, Rockville MD 20850, United States DESCRIPTION: fixed insurance sales 2) NAME OF OTHER BUSINESS: MONTGOMERY COLLEGE ; INVESTMENT RELATED: NO; ADDRESS: 51 MANNAKEE ST ROCKVILLE, MD 20850; NATURE OF BUSINESS: EDUCATION; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP:TEACHER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACH A RETIREMENT PLANNING COURSE; 3) NAME OF OTHER BUSINESS: LAZERUS FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, 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; 4) NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2012 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, SALE AND SERVICE OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
Reach out to this advisor