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 | 2024-04-23 |
| MD | RA | APPROVED | 2024-03-04 |
Branch Locations
6700 Alexander Bell Drive Suite 248, Columbia, MD 21046 • United States
Mount Airy, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities | Rockville | MD | 02/2021 | 01/2022 |
| Gea Mechanical Equipment Us, Inc. | Northvale | NJ | 02/2020 | 01/2021 |
| Gea Process Engineering Us, Inc. | Columbia | MD | 01/2017 | 02/2020 |
| Rohde & Schwarz | Columbia | MD | 10/2011 | 01/2017 |
| First Allied Securities, Inc. | San Diego | CA | 01/2022 | 09/2022 |
| Cetera Advisors Llc | Rockville | MD | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Portfolio Advisory Associates | Rockville | MD | 05/2024 | Present |
NAME OF OTHER BUSINESS: PORTFOLIO ADVISORY ASSOCIATES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
Reach out to this advisor