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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-26 |
Branch Locations
130 South Edgewood Drive, Hagerstown, MD 21740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First United Bank And Trust | Hagerstown | MD | 09/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | Present |
| Noodles And Company | Hagerstown | MD | 07/2016 | 04/2019 |
| Schooling | Clear Spring | MD | 08/2005 | 06/2018 |
| Shepherd University | Shepherdstown | WV | 08/2018 | 05/2022 |
| First United Bank And Trust | Hagerstown | MD | 04/2019 | 09/2022 |
| Cetera Investment Advisers Llc | Hagerstown | MD | 08/2025 | Present |
ASSISTING TRUST DEPARTMENT AT FIRST UNITED BANK AND TRUST WITH ESTATE PLANNING NEEDS AND COMPLETING ESTATE ADMINISTRATION; PACKAGING AND SUBMISSION OF TRUST DOCUMENTS AND MAINTAINING ACCURATE RECORDS FOR TRUST DEPT; DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, MAKE INVESTMENT DECISIONS, OR RECOMMEND SPECIFIC SECURITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
Reach out to this advisor