Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Asset Management | Midlothian | VA | 01/2023 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 01/2023 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 01/2023 | 08/2023 |
| Virginia Asset Management | Midlothian | VA | 06/2021 | 12/2022 |
| Securian Financial Services Inc | St Paul | MN | 06/2021 | 12/2022 |
| Hampden-Sydney College | Richmond | VA | 08/2018 | 05/2022 |
| Browngreer Plc | Richmond | VA | 06/2019 | 08/2019 |
| Play In School | Richmond | VA | 05/2018 | 08/2018 |
| Boomerang Air Sports | Richmond | VA | 05/2017 | 08/2017 |
| St. Christopher's School | Richmond | VA | 08/2013 | 05/2018 |
| Cetera Wealth Services, Llc | Midlothian | VA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS NAME OF OTHER BUSINESS: VIRGINIA ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, ADVISORY AND INSURANCE SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
Reach out to this advisor