Best Investors
Account
Sign in
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 | 2019-06-24 |
| CA | RA | APPROVED | 2019-06-20 |
Branch Locations
9275 Sky Park Court Ste 350, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 12/2014 | 06/2017 |
| Foresters Financial Services | San Diego | CA | 06/2017 | 06/2019 |
| Foresters Advisory Services Llc | San Diego | CA | 05/2018 | 06/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 06/2019 | Present |
1. SOCCER COACH; TRAINING PLAYERS, MANAGING TEAMS, AND DEVELOPING STRATEGIES FOR MATCHES; 3-4 HRS/WK 2. FITZPATRICK FINANCIAL, DBA FOR CETERA BUSINESS, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
Reach out to this advisor