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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
5555 Erindale Dr Ste 101, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivanti Inc. | Colorado Springs | CO | 09/1998 | 09/2018 |
| Summit Brokerage Services Inc | Boca Raton | FL | 09/2018 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group | Colorado Springs | CO | 01/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) ACADEMY WEALTH MANAGEMENT GROUP; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; INVETMENTS; FINANCIAL PROFESSIONAL; 01/2020; APPX TRADING HOUR PER WEEK, 40; 32.5 DURING TRADING; DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
Reach out to this advisor