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 |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dupont | WA | 05/2014 | 02/2018 |
| Summit Brokerage Services Inc. | Dupont | WA | 03/2018 | 09/2019 |
| Summit Financial Group Inc. | Dupont | WA | 03/2018 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) - - DAVIS GLOBAL INVESTMENTS LLC; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA NAME; PRESIDENT; STARTED 5/23/2014; DBA NAME (2) - - CAMINO LINDA PROPERTIES; NOT INVESTMENT RELATED; 329 TRAILBLAZER STREET SE, LACEY, WA 98503; RENTAL PROPERTIES; OWNER; STARTED 1/2/2009; APX 1 HOUR/MONTH, NONE DURING TRADING; DUTIES PERFORMED BY PROPERTY MANAGER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
Reach out to this advisor