Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| SC | RA | APPROVED | 2024-10-31 |
Branch Locations
225 Seven Farms Drive Suite 106, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marine Repair Services - Container Maintenance Corporation | Charleston | SC | 11/2022 | 09/2024 |
| Mediterranean Shipping Company | Charleston | SC | 01/2021 | 10/2022 |
| Belmont Abbey College | Belmont | NC | 09/2018 | 12/2020 |
| Charleston Harbor Resort & Marina | Charleston | SC | 06/2018 | 08/2018 |
| Us Lawshield | Charleston | SC | 08/2023 | 01/2024 |
| Daniel Island Country Club | Charleston | SC | 06/2017 | 05/2018 |
| College Of Charleston | Charleston | SC | 08/2016 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: PROSPECTING CLIENTS, ADVISING CLIENTS ON INSURANCE AND SECURITIES, PROVIDING FINANCIAL ADVICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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