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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-10 |
| PA | RA | APPROVED | 2021-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara | Erie | PA | 12/2015 | 09/2016 |
| Lpl | Erie | PA | 01/2016 | 09/2016 |
| Key Investment Services Llc | Cleveland | OH | 09/2016 | 08/2017 |
| Keybank | North East | PA | 09/2016 | 08/2017 |
| Keybank | North East | PA | 08/2017 | 03/2019 |
| Key Investment Services, Llc | Cleveland | OH | 08/2017 | 03/2019 |
| Keybank | North East | PA | 03/2019 | 08/2021 |
| Key Investment Services | Cleveland | OH | 03/2019 | 08/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2021 | Present |
| Cetera Investment Advisers Llc | Erie | PA | 08/2021 | Present |
| First National Bank Of Pa | Erie | PA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
Reach out to this advisor