Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
572 Boston Rd Ste 16, Billerica, MA 01821 • United States
Andover, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Wall Financial Group, Inc. | Chelmsford | MA | 11/2002 | Present |
| Great Wall Insurance Group, Inc. | Chelmsford | MA | 03/2003 | Present |
| Investors Capital Corporation | Lynnfield | MA | 11/2014 | 10/2016 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1)NAME:FIXED INSURANCE WITH VARIOUS COMPANIES INVEST RELATED:YES SAME AS REGISTERED LOCATION BUSINESS:FIXED INSURANCE START DATE:9/2016 HR/WK:40 TD HR/WK:32.5 POSITION:AGENT DUTIES:LIFE,DISABILITY,ANNUITIES,LONG TERM CARE (2)NAME:FAMILY RENTAL TREMONT LLC INVEST RELATED:NO 272 TREMONT ST MELROSE MA 02176 BUSINESS:REAL ESTATE HOLDING COMPANY START DATE:12/2009 HR/WK:1 POS:MEMBER DUTIES:FAMILY REAL ESTATE BUILDING (3)NAME:FAMILY RENTAL MERRIMACK LLC INVEST RELATED: NO 150 EMORY ST ATTLEBORO MA 02703 BUSINESS:REAL ESTATE HOLDING COMPANY START DATE:4/2010 HR/WK:1 POS:PARTNER DUTIES:OWN REAL ESTATE PROPERTY (4)NAME:N/A INVEST RELATED:NO 110-112 GRAND ST LOWELL MA 01851 BUSINESS:REAL ESTATE START DATE:5/2010 HR/WK:1 POS:COOWNER DUTIES:MANAGE PROPERTY (5)NAME:FAMILY RENTAL LILLEY LLC INVEST RELATED:NO 110-112 GRAND ST LOWELL MA 01851 BUSINESS:REAL ESTATE HOLDING CO. START DATE:6/2012 HR/WK:1 POS:COOWNER DUTIES:GENERAL OWNERSHIP DUTIES (6)NAME:FAMILY RENTAL YJY LLC INVEST RELATED:NO 43 LINCOLN ST LOWELL MA 01851 BUSINESS:REAL ESTATE HOLDING CO. START DATE:4/2013 HR/WK:2 POS:PART OWNER DUTIES:GENERAL OWNERSHIP DUTIES (7)NAME:NACH OFFICE REALTY TRUST INVEST RELATED:NO SAME AS REGISTERED LOCATION BUSINESS:REAL ESTATE HOLDING CO. START DATE:7/2013 HR/WK:0 POS: COOWNER DUTIES:GENERAL OWNERSHIP DUTIES (8)NAME:GWFG 401K TRUST INVEST RELATED:NO 170 MAIN ST TEWKSBURY MA 01876 BUSINESS:TRUST START DATE:7/2013 HR/WK:0 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (9)NAME:YJY LAKEVIEW TRUST INVEST RELATED:NO 742 LAKEVIEW AVE LOWELL MA 01850 BUSINESS:REAL ESTATE START DATE:6/2014 HR/WK:2 TD HR/WK:2 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (10)NAME: YJY WAKEFIELD TRUST INVEST RELATED:NO 8 WAKEFIELD AVE WAKEFIELD MA 01880 NATURE OF BUSINESS: REAL ESTATE START DATE:11/2014 HR/WK:0 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (11)NAME: YJY VILLAGE TRUST INVEST RELATED:NO 3 VILLAGE SQ, UNIT A-1 CHELMSFORD MA 01824 BUSINESS:REAL ESTATE START DATE:11/2014 HR/WK:0 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (12)NAME:483 AMHERST NASHUA REALTY TRUST INVEST RELATED:NO 483 AMHERST ST NASHUA NH 03063 BUSINESS:REAL ESTATE START DATE:3/2015 HR/WEEK:0 POS:TRUSTEE DUTIES: GENERAL TRUSTEE DUTIES (13)NAME:YJY SECOND REALTY TRUST INVEST RELATED: NO 14-16 2ND ST LOWELL MA 01850 BUSINESS: REAL ESTATE START DATE:9/2015 TD HR/WK:1 HR/WK:1 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (14)NAME:YJY 72 MERRIMACK REALTY TRUST INVEST RELATED:NO 72 MERRIMACK ST LOWELL MA 01852 BUSINESS:REAL ESTATE START DATE:9/2015 HR/WK:1 TD HR/WK:1 POS:TRUSTEE DUTIES:GENERAL TRUSTEE DUTIES (15)NAME:GREAT WALL FINANCIAL GROUP, INC. INVEST RELATED:YES SAME AS REGISTERED LOCATION BUSINESS:DBA FOR FINANCIAL SERVICES START DATE:11/2002 HR/WK:40 TD HR/WK:32.5 POS: PRESIDENT DUTIES:SECURITY & INSURANCE SERVICES (16)NAME:WILLIAMSBURG PARK CONDOMINIUM INVEST RELATED: NO 170 MAIN ST TEWKSBURY MA 01876 BUSINESS:CONDOMINIUM BOARD START DATE:2/2016 HR/ WK:0 POS:CONDO TRUSTEE DUTIES:OVERSEE PROPERTY MANAGEMENT WORK (17)NAME:BILLERICA PROFESSIONAL CONDO ASSOCIATION INVEST RELATED:NO SAME AS REGISTERED LOCATION BUSINESS:CONDOMINIUM BOARD START DATE:1/2008 HR/WK:0 POS:CONDOTRUSTEE DUTIES:OVERSEE PROPERTY MANAGEMENT WORK (18)NAME & START DATES: YJY 754 LAKEVIEW TRUST-10/2016/ YJY ROGERS TRUST-09/2016/ YJY PRIMROSE TRUST-05/2017/ YJY SARATOGA TRUST-04/2018/ YJY PAWTUCKET RI LLC-11/2016/ YJY ROGERS LAKEVIEW LLC-10/2016/ YY LOWELL REALTY LLC-12/2018/ RCRMA REALTY LLC-05/2019/ YANG REALTY HOLDING LLC-09/2016/ XIN YANG & ROGER YANG-05/2010/ YJY VILLAGE TRUST-11/2014/ YJY SECOND REALTY TRUST-09/20/ YJY 72 MERRIMACK REALTY TRUST-09/2015 INVEST RELATED: NO SAME AS REGISTERED LOCATION BUSINESS: REAL ESTATE INVESTMENTS POS: OWNER HRS/WEEK: 1 DUTIES: GENERAL DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-26 |
Reach out to this advisor