Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
1048 Meadowlands Dr, White Bear Township, MN 55127 • 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 |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Flagship Bank | White Bear Township | MN | 10/2016 | Present |
| Landmark Financial Services | White Bear Township | MN | 10/2016 | Present |
| Royl Properties Llc | Danbury | WI | 01/2021 | Present |
| Fishbowl Bar And Restaurant Llc | Danbury | WI | 04/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, & ANNUITIES; 2. NAME OF OTHER BUSINESS: DBA LANDMARK FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DBA FOR FINANCIAL PLANNING, START DATE: 10/01/2016, APX NUMBER OF HOURS PER WEEK: 40 HOURS, APX NUMBER OF TRADING HOURS PER WEEK: 32.5 HOURS, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS; 3. NAME OF OTHER BUSINESS: FLAGSHIP BANK; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; START DATE: 10/01/2016; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR. 4. NAME OF OTHER BUSINESS: STANSHORE ENTERPRISES LLC (SHORE96); INVESTMENT RELATED: NO ADDRESS: 1056 HWY 96 WEST, SHOREVIEW, MN; NATURE OF BUSINESS: RESTAURANT / BAR; START DATE: 04/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SCHEDULES, BANQUET MANAGER, BAR STAFFING; 5. NAME OF OTHER BUSINESS: ROYL PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 7861 BIRCH ST, DANBURY, WI, 54830; NATURE OF BUSINESS: HOSPITALITY; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: OWNER; 6. NAME OF OTHER BUSINESS: FISHBOWL BAR AND RESTAURANT LLC; INVESTMENT RELATED: NO; ADDRESS: 30799 ST. ROAD 35, DANBURY, WI 54830; NATURE OF BUSINESS: RESTAURANT/BAR; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: OWNER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-25 |
Reach out to this advisor