Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Advisors Llc | Pocatello | ID | 04/2010 | Present |
| Cetera Advisors Llc | Denver | CO | 12/2013 | Present |
| Blades Salon And Spa, Llc | Pocatello | ID | 02/2020 | 01/2022 |
| Blades Salon & Spa, Llp | Pocatello | ID | 01/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.FIXED INSURANCE WITH VARIOUS COMPANIES, INVEST RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, 4HR/WK DURING TRADING, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE. 2.CORNERSTONE FINANCIAL ADVISORS, INVEST RELATED, SAME AS REGISTERED LOCATION, DBA FOR SECURITIES AND INSURANCE, START 10/01/05, 20HR/MO DURING TRADING HRS, SECURITIES AND INSURANCE BUSINESS WITH CLIENTS. 3. SISTER CITIES FOUNDATION OF POCATELLO, INC., NOT INVESTMENT RELATED, 911 N 7TH AVE, POCATELLO, ID 83201, CIVIC, STARTED 05/2015, POSITION/TITLE/RELATIONSHIP: CHAIRMAN, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CHAIR OF JAPANESE SUB-COMMITTEE, SENDING A YOUTH DELEGATION TO SISTER CITY IN JAPAN. DELEGATION PROMOTES CULTURE EXCHANGE, PEACE AND FRIENDSHIP. 4. NAME OF OTHER BUSINESS: BLADES SALON & SPA, LLP, INVESTMENT RELATED: NO, ADDRESS: 911 N. 7TH AVE, POCATELLO, ID, 83201, NATURE OF BUSINESS: BEAUTY SALON & SPA, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 20, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNS AND OPERATES BUSINESS WITH SPOUSE 5. NAME OF OTHER BUSINESS: POCATELLO IWAMIZAWA SISTER CITY FOUNDATION INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NON PROFIT; START DATE: 3/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: BOARD MEETINGS, FUNDRAISING,COLLECTING CONTRIBUTIONS, MAINTAINING BANK ACCOUNT; 6. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORY GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-14 |
Reach out to this advisor