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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| LA | RA | APPROVED | 2025-11-21 |
Branch Locations
3445 N. Causeway Blvd. Suite 1000, Metairie, LA 70002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baystone Partners | Los Angeles | CA | 04/2017 | 08/2025 |
| Stand Up/Comedy Writer | Los Angeles | CA | 01/2012 | 04/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: COMPASS CAPITAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: COUNSELING PROSPECTIVE AND CURRENT CUSTOMERS ON THEIR INDIVIDUAL INVESTMENT PLANNING NEEDS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
Reach out to this advisor