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 | 2022-11-03 |
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
822 N. A1A Highway Suite 310, Ponte Vedra Beach, FL 32082 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 12/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Advisors Llc | Ponte Vedra Beach | FL | 09/2022 | Present |
| Magnolia Creek Holding , Llc | Ponte Verda | FL | 09/2023 | Present |
| Woodhurst Holdings, Llc | Ponte Vedra | FL | 11/2023 | Present |
| Clearwater Holding Group Llc | Ponte Verde | FL | 07/2026 | Present |
1.)JOHN JOSEPH GROUP, LLC; DIRECT OWNER; DBA; START DATE:1/1/2003; 2) NAME OF OTHER BUSINESS: MAGNOLIA CREEK HOLDING , LLC; INVESTMENT RELATED: NO; ADDRESS: 352 MAGNOLIA CREEK WALK, PONTE VERDA, FL 32081; NATURE OF BUSINESS: HOME RENTAL; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOME RENTAL; 3) NAME OF OTHER BUSINESS: WOODHURST HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: 230 WOODHURST DR, PONTE VEDRA, FL 32081; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 4) NAME OF OTHER BUSINESS: CLEARWATER HOLDING GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:1; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-27 |
Reach out to this advisor