Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-17 |
Branch Locations
27 E. Coshocton Street, Johnstown, OH 43031 • United States
New Albany, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Post Holdings | New Albany | OH | 01/2015 | 03/2025 |
| Ce Williams Financial Group | Johnstown | OH | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: CE WILLIAMS FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
Reach out to this advisor