Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Desantis, Kiefer, Shall & Sarcone Llp | Staten Island | NM | 02/1999 | Present |
| 1St Global Capital Corp | Staten Island | NY | 09/2005 | 10/2019 |
| Avantax Insurance Services, Inc. | Staten Island | NY | 08/2006 | 09/2025 |
| 1St Global Advisors, Inc. | Staten Island | NY | 06/2007 | 10/2019 |
| Avantax Investment Services, Inc. | Staten Island | NY | 10/2019 | 09/2025 |
| Avantax Advisory Services | Staten Island | NY | 10/2019 | 09/2025 |
| Desantis, Kiefer, Shall & Sarcone Llp | Staten Island | NY | 07/2009 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Staten Island | NY | 08/2006 | 09/2025 |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DESANTIS, KIEFER, SHALL & SARCONE, LLP; STATEN ISLAND, NY; NON INVESTMENT RELATED; ACCOUNTANTS OFFICE; SENIOR ACCOUNTANT; 2/1999; 224 HOURS/MONTH; 224 HOURS DURING TRADING; SENIOR ACCOUNTANT, TAX & FINANCIAL STATEMENT PREPARATION. 2) DESANTIS, KIEFER, SHALL & SARCONE LLP POSITION: PARTNER NATURE: CERTIFIED PUBLIC ACCOUNTANT OFFICE INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2009 ADDRESS: 1675 Richmond Road, Staten Island NY 103042317, DESCRIPTION: PARTNER, TAX , COMPILED, REVIEWED & AUDITED FINANCIAL STATEMENT PREPARATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-06 |
Reach out to this advisor