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 | 2026-06-15 |
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
2301 Rosecrans Avenue Suite 5100, El Segundo, CA 90245 • United States
400 1St St S Ste 300 St Cloud, St Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2013 | 09/2022 |
| First Republic Securities Company, Llc | Los Angeles | CA | 09/2022 | 10/2023 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | 07/2024 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 10/2023 | 07/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2024 | Present |
| Unemployed | Los Angeles | CA | 07/2024 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
Reach out to this advisor