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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Dallas | TX | 04/2022 | 01/2025 |
| Humach | Dubuque | IA | 04/2020 | 08/2020 |
| Avantax Planning Partners | Dubuque | IA | 08/2021 | 01/2025 |
| Hk Financial Services | Dubuque | IA | 05/2019 | 08/2019 |
| Hk Financial Services | Dubuque | IA | 06/2018 | 08/2018 |
| Meadows Golf Club Event Center | Asbury | IA | 06/2016 | 09/2017 |
| Wahlert Catholic High School | Dubuque | IA | 08/2014 | 05/2018 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2018 | 05/2021 |
| Unemployed | Dubuque | IA | 06/2021 | 07/2021 |
| Avantax Investment Services | Dallas | TX | 03/2025 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-03 |
Reach out to this advisor