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 | 2025-07-02 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
990 Lincoln Way East, Suite 1, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chambersburg | PA | 12/2018 | 10/2021 |
| Fulton Financial Corporation | Lancaster | PA | 06/2018 | 12/2018 |
| Messiah College | Mechanicsburg | PA | 08/2014 | 05/2018 |
| Avantra Family Wealth | Mechanicsburg | PA | 01/2018 | 01/2018 |
| The Hess Agency | Manheim | PA | 05/2017 | 08/2017 |
| Bank Of America, N.A. | Chambersburg | PA | 02/2019 | 10/2021 |
| Orrstown Bank Dba Orrstown Financial Advisors | Chambersburg | PA | 10/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 8/2019 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, AND LONG-TERM CARE SALES; 2. NAME OF OTHER BUSINESS: ORRSTOWN BANK - DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: TRUST ADMINISTRATOR START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: NOT INVOLVED IN DIRECT SECURITIES TRANSACTIONS, NOR RECOMMENDATIONS AND DO NOT SIT ON ANY INVESTMENT COMMITTEES. PERFORMS A VARIETY OF TRUST ADMINISTRATIVE AND OPERATIONAL FUNCTIONS; 3. NAME OF OTHER BUSINESS: COY LIBRARY OF SHIPPENSBURG INVESTMENT RELATED: NO, ADDRESS: 73 W KING ST, SHIPPENSBURG, PA 17257, NATURE OF BUSINESS: LIBRARY, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: FINANCE AND PROPERTY COMMITTEE - REVIEW BALANCE SHEET AND CASH FLOW STATEMENTS WITH TREASURER, ASSIST WITH DECISIONS IN REGARDS TO PROPERTY AND FINANCIAL MANAGEMENT. GENERAL DECISION MAKING AND GUIDANCE; 4. NAME OF OTHER BUSINESS: COY LIBRARY OF SHIPPENSBURG; INVESTMENT RELATED: NO; ADDRESS: 73 W KING ST, SHIPPENSBURG, PA 17257; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW THE LIBRARY'S FINANCIAL STATEMENTS, ATTEND BOARD MEETINGS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-03 |
Reach out to this advisor