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 | 2026-04-14 |
| PA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 05/2019 | 02/2021 |
| Pnc Investments | Pittsburgh | PA | 02/2021 | 10/2023 |
| Schneider Downs Wealth Management Advisors | Pittsburgh | PA | 10/2023 | 04/2025 |
| Daniel Jenkins | Pittsburgh | PA | 05/2025 | 07/2025 |
| Student | Pittsburgh | PA | 08/2015 | 05/2019 |
| Geoffrey P Kasse | Pittsburgh | PA | 05/2025 | 07/2025 |
| Geoffrey P Kasse | Pittsburgh | PA | 07/2025 | Present |
| Daniel Jenkins | Pittsburgh | PA | 07/2025 | Present |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 07/2025 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2025 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2026 | Present |
| Cetera Investment Advisers Llc | Pittsburgh | PA | 02/2026 | Present |
| First National Bank Of Pa | Pittsburgh | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
Reach out to this advisor