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 |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED | 2023-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Kalispell | MT | 05/2014 | 06/2023 |
| Avantax Advisory Services | Kalispell | MT | 01/2017 | 06/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2023 | Present |
| American Financial Services, Inc., | Kalispell | MT | 10/2007 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) AMERICAN FINANCIAL SERVICES, INC., INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, CEO, OWNER, DBA FOR INVESTMENT BUSINESS AND OPERATE/OVERSEE ALL TAX RELATED BUSINESS IN THE OFFICE INCLUDING TAX PREPARATION, BOOKKEEPING AND PAYROLL, MANAGE INVESTMENT PRACTICE, 35H/WEEK, 35H/WEEK DURING TRADING HOURS, SINCE 05/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
Reach out to this advisor