Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
Branch Locations
305 W Chesapeake Ave Ste 311, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Army Reserves | Baltmore | MD | 06/1982 | Present |
| Voya Financial Advisors | Towson | MD | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Green-Gate Technology, Inc | Towson | MD | 04/2023 | Present |
(1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1740 E JOPPA RD STE 200; BALTIMORE; MD; 21234; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/23/2014; 80; 80; SALE OF FIXED INSURANCE PRODUCTS| (2) NAME OF ENTITY: INOVA FINANCIAL ASSOCIATES; Yes; 305 W CHESAPEAKE AVE; TOWSON; MD; 21204; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 10/5/2016; 160; 160; SALE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.| (3) NAME OF ENTITY: UNITED STATES ARMY RESERVE; No; 700 E ORDANCE RD; BALTIMORE; MD; 21226; MILITARY RESERVE; CHIEF WARRANT OFFICER; 6/1/1982; 20; 0; MARINE DECK OFFICER,DRILLS, ANNUAL TRAINING AND ACTIVE DUTY FOR TRAINING| (4) NAME OF ENTITY: PEDZICH FINANCIAL SERVICES/PEDZICH & ASSOC; Yes; 1740 E JOPPA RD STE 200; BALTIMORE; MD; 21234; FINANCIAL SERVICES/DBA; OWNER; 2/10/1996; 160; 160; SALE AND SERVICE OF FIXED AND SECURITIES PRODUCTS| (5) NAME OF OTHER BUSINESS: LIFE BIBLE FELLOWSHIP CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2426 N EUCLID AVE UPLAND, CA 91784; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET MONTHLY, ROVIDE FEEDBACK TO THE CHURCH BUSINESS DIRECTOR AND ELDER BOARD; 6) NAME OF OTHER BUSINESS: GREEN-GATE TECHNOLOGY, INC; INVESTMENT RELATED: NO; ADDRESS: 920 PROVIDENCE RD, TOWSON, MD 21286; NATURE OF BUSINESS: INCORPORATION; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: BUSINESS, FINANCIAL, ACCOUNTING, & PERSONNEL MANAGEMENT ACTIVITIES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-13 |
Reach out to this advisor