Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Griffin & Furman, Llc | Covington | LA | 01/2022 | Present |
| Northwestern Mutual | Metairie | LA | 05/2019 | 12/2019 |
| Griffin & Furman, Llc | Covington | LA | 05/2020 | 12/2020 |
| Jewish Community Center | New Orleans | LA | 05/2017 | 08/2017 |
| Acumen Fiscal Agent | Mesa | AZ | 01/2019 | 12/2024 |
| Unemployed | Madisonville | LA | 11/2015 | 05/2017 |
| Loyola University New Orleans | New Orleans | LA | 08/2017 | 01/2019 |
| Cetera Wealth Services, Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2019; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: GRIFFIN & FURMAN, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING FIRM THAT OFFERS PERSONAL AND BUSINESS TAX AND ACCOUNTING SERVICES, AS WELL AS AUDITING SERVICES FOR CREDIT UNIONS, NON-PROFITS, GOVERNMENTAL ENTITIES, ETC.; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: SENIOR AUDITOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: CONDUCT/LEAD AUDITS CONDUCTED PRIMARILY FOR CREDIT UNIONS. THE AUDITS CONSIST OF SUPERVISORY COMMITTEE ANNUAL AUDITS, QUARTERLY AUP, BANK SECRECY ACT, AUTOMATED CLEARINGHOUSE, ETC;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-01 |
Reach out to this advisor