Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lumsden & Mccormick Llp | Buffalo | NY | 04/2012 | 06/2021 |
| 1St Global Capital Corp | Buffalo | NY | 05/2012 | 10/2019 |
| Avantax Insurance Services, Inc. | Buffalo | NY | 09/2017 | 04/2021 |
| Avantax Investment Services, Inc. | Buffalo | NY | 10/2019 | 04/2021 |
| Ameriprise Financial Services Llc | Vestal | NY | 06/2021 | 11/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CONSILIUM TAX SOLUTIONS, LLC DBA W COPPOLA TAX SERVICE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX SERVICES START DATE: 9/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING, TAX PREP, CONSULTING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-10 |
Reach out to this advisor