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 | 2024-01-03 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Egan Berger & Weiner Llc | Vienna | VA | 06/2017 | Present |
| Spire Investment Partners | Reston | VA | 05/2016 | 01/2017 |
| Virginia Tech | Blacksburg | VA | 08/2016 | 05/2017 |
| Voya Financial Advisors | Vienna | VA | 07/2017 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY:EGAN, BERGER & WEINER, LLC; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FINANCIAL SERVICES/DBA; ASSOCIATE PLANNER; 6/14/2017; 160; 160; ASSISTING WITH PREPARATION AND UPKEEP OF CLIENT RECORDS| 2) NAME OF OTHER BUSINESS: PLANNING INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TEACHING SEMINARS; START DATE: 4/2025; POSITION/TITLE/RELATIONSHIP: CONTRACTOR APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SEMINARS EDUCATING GOVERNMENT EMPLOYESS ON THEIR EMPLOYMENT AND RETIREMENT BENEFITS; 3) NAME OF OTHER BUSINESS: BETHLEHEM CHURCH; INVESTMENT RELATED: NO; ADDRESS: 1108 KITE HOLLOW RD, STANLEY, VA 22851; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: DEACON; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH VARIOUS MATTERS FOR THE CHURCH AND CONGREGATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
Reach out to this advisor