Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
7 Office Park Circle Suite 1, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/1999 | 08/2021 |
| Bbva Wealth Solutions Inc | Birmingham | AL | 10/2010 | 08/2021 |
| Bbva Securities Inc | Birmingham | AL | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency Inc | Austin | TX | 01/2002 | 08/2021 |
| Cb&S Financial Services | Birmingham | AL | 08/2021 | Present |
| Concourse Financial Group Securities Inc | Birmingham | AL | 09/2021 | 02/2025 |
| Cetera Wealth Services, Llc | Birmingham | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) CB&S FINANCIAL SERVICES (CB&S BANK); Investment Related; 7 Office Park Circle, Suite 1, Birmingham, AL 35223 ; Financial Services; Financial Services Director; Start Date 08/2021; 170 hours, more or less, per month with the majority of hours per month taking place during trading hours; Oversee recruiting new financial professionals and manage sales activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
Reach out to this advisor