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 | 2024-08-21 |
| CA | RA | APPROVED | 2021-11-10 |
Branch Locations
1817 Maryal Drive Suite 200, Sacramento, CA 95864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2021 |
| Guidespring Wealth Strategies | Fort Collins | CO | 12/2019 | 02/2021 |
| First National Bank Of Omaha | Fort Collins | CO | 05/2019 | 08/2019 |
| Number6Brands | San Diego | CA | 05/2017 | 05/2019 |
| Pahaque Wilderness | San Diego | CA | 06/2015 | 08/2017 |
| Mt. Carmel Highschool | San Diego | CA | 08/2013 | 06/2017 |
| First Allied Securities, Inc. | Sacramento | CA | 07/2021 | 09/2022 |
| First Allied Securities, Inc. | San Diego | CA | 11/2021 | 09/2022 |
| Cetera Advisors Llc | Sacramento | CA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2021 | 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: 03/2022; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
Reach out to this advisor