Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Wealth Management Llc | Mt Vernon | IL | 01/2022 | Present |
| Rend Lake Sportmen'S Association | Mt Vernon | IL | 07/2023 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/2023 | Present |
| Southern Illinois University - Carbondale | Carbondale | IL | 08/2018 | 05/2021 |
| David Campbell | Mount Vernon | IL | 05/2016 | 08/2019 |
| Scott's Accounting And Tax Service | Mount Vernon | IL | 01/2013 | 12/2019 |
| Scott's Accounting And Tax Service | Mount Vernon | IL | 01/2020 | 12/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | Present |
1) REND LAKE SPORTMEN'S ASSOCIATION, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, BOARD MEMBER, DETERMINE POLICIES AND OBJECTIVES OF THE WILD LIFE ORGANIZATION, ASSIST IN PROJECTS AND FUND RAISING, 5H/WEEK, SINCE 07/2023. 2) SCOTT WEALTH MANAGEMENT LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, ACCOUNTING/TAX SERVICES, DBA FOR INVESTMENT/WEALTH MANAGEMENT BUSINESS, ACT AS POWER OF ATTORNEY FOR TAX RELATED MATTERS WITH GOVERNMENTAL AGENCIES, OWNER, 40H/WEEK, SINCE 01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
Reach out to this advisor