Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
4050 West Ridge Road, Rochester, NY 14626 • United States
East Amherst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Jordan & Associates, Inc. | Buffalo | NY | 04/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2016 | Present |
| Buffalo Church Of Christ | Williamsville | NY | 11/2019 | 01/2022 |
| Buffalo Church Of Christ | Buffalo | NY | 01/2022 | 03/2023 |
| Vessel Church | Williamsville | NY | 03/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 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: 10/2020 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM-CARE, AND MEDICARE ; (2) NAME OF OTHER BUSINESS: E.P. JORDAN AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE BROKERAGE START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF FIXED INSURANCE SALES AND UNDERWRITING (3) NAME OF OTHER BUSINESS: REFEREE FOR COLLEGIATE RUGBY, INVESTMENT RELATED: NO, ADDRESS: 7 WELLINGTON DRIVE, EAST AMHERST, NY, 14221, NATURE OF BUSINESS: COLLEGIATE RUGBY, START DATE: 01/2022, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, BRIEF DESCRIPTION OF DUTIES: PERFORM REFEREE DUTIES TO RUGBY MATCHES HELD ON COLLEGE CAMPUSES OR AT MEN'S PRIVATE RUGBY CLUBS; (4) NAME OF OTHER BUSINESS: JORDAN WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE BROKERAGE ; START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: MARKETING OF FIXED INSURANCE SALES AND UNDERWRITING ; (5) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS AS NEEDED; (6) NAME OF OTHER BUSINESS: VESSEL CHURCH; INVESTMENT RELATED: NO; ADDRESS: 4545 TRANSIT RD WILLIAMSVILLE, NY 14221; NATURE OF BUSINESS: RELIGIOUS ; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: WORSHIP PASTOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: LEADER, SONGWRITER; (7) NAME OF OTHER BUSINESS: VESSEL WORSHIP PUBLISHING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MUSIC PUBLISHING; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: WRITING AND PUBLISHING MUSIC;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
Reach out to this advisor