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 | 2024-03-21 |
Branch Locations
7101 Bosque Blvd Ste A, Waco, TX 76710 • United States
3223 S Loop 289 Ste 215, Lubbock, TX 79423 • United States
7215 Bosque Blvd, Waco, TX 76710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2009 | 10/2017 |
| Next Financial Group, Inc. | Houston | TX | 10/2017 | 04/2019 |
| Cetera Advisors Llc | Denver | CO | 04/2019 | Present |
| Ejl Financial Group | Waco | TX | 04/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. EJL FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 04/2019, OWNER APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 04/2019, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: NEW ROAD CHURCH OF CHRIST; INVESTMENT RELATED: NO; ADDRESS: 3100 S. NEW ROAD WACO, TX 76706; NATURE OF BUSINESS: RELIGIOUS; START DATE: 04/2018; POSITION/TITLE/RELATIONSHIP: ELDER; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR SPIRITUAL WELL BEING OF CONGREGATION, PRAYING, TEACHING, COUNSELING AND VISITING MEMBERS; 4. NAME OF OTHER BUSINESS: WACO FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 800 WASHINGTON WACO, TX 76701; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: AUDIT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW AND APPROVE AUDITS, REVIEW FINDINGS IN THE YEAR END AUDIT REPORT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
Reach out to this advisor