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 | 2023-06-29 |
Branch Locations
990 Lincoln Way East, Suite 1, Chambersburg, PA 17201 • United States
16400 Path Valley Rd, Spring Run, PA 17262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orrstown Financial Services | Shippensburg | PA | 07/2008 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Wheatland Advisors, Inc | Lancaster | PA | 08/2017 | 07/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| 1942 Scotland Avenue, Llc | Chambersburg | PA | 06/2024 | Present |
(1) NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: PENNSYLVANIA, NATURE OF BUSINESS: FINANCIAL INSTITUTION, POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 03/2012, APPROX NUMBER OF HOURS PER WEEK: 40, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND TRUST DEVELOPMENT OFFICER; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 2008, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SELLING, HEALTH, LIFE, DISABILITY, AND LONG TERM CARE INSURANCE; 3) NAME OF OTHER BUSINESS: CHAMBERSBURG AREA EDUCATION FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PO BOX 44, SCOTLAND, PA 17245; NATURE OF BUSINESS: BOARD; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH THE SCHOOL, PARENTS, AND COMMUNITY TO ADVANCE EDUCATIONAL OPPORTUNITIES; 4) NAME OF OTHER BUSINESS: 1942 SCOTLAND AVENUE, LLC; INVESTMENT RELATED: NO; ADDRESS: 1942 SCOTLAND AVE, CHAMBERSBURG, PA 17201; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES; 5) NAME OF OTHER BUSINESS: 1936 SCOTLAND AVENUE, LLC; INVESTMENT RELATED: NO; ADDRESS: 1936 SCOTLAND AVENUE, CHAMBERSBURG, PA 17201; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-08 |
Reach out to this advisor