Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
234 South Water St Suite 201, Kent, OH 44240 • United States
Ravenna, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Financial Services | Kent | OH | 08/2014 | Present |
| Cetera Advisors Llc | Denver | CO | 04/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: MARATHON FINANCIAL SERVICES, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES,INVESTMENTS AND INSURANCE; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: OWNER/REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, INVESTMENTS AND INSURANCE; 2. NAME OF OTHER BUSINESS: PORTAGE COUNTY BOARD OF ELECTIONS; INVESTMENT RELATED: NO; ADDRESS: 449 SOUTH MERIDIAN STREET ROOM 101 RAVENNA OH 44266; NATURE OF BUSINESS: ELECTION; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: POLL WORKER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: POLL WORKER ON ELECTION DAYS; 3. NAME OF OTHER BUSINESS: ROTARY CLUB OF RAVENNA; INVESTMENT RELATED: NO ; ADDRESS: 2645 ST RT 59 RAVENNA, OH 44266; NATURE OF BUSINESS: SERVICE ORGANIZATION; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COMMUNITY SERVICE COMMITTEE, FOCUS ON IDENTIFYING SERVICE OPPORTUNITIES, COORDINATE CLUBS PARTICIPATION IN THESE ACTIVITIES; 4. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARIAL SERVICES, START DATE: 08/2016 , POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS AND ACQUAINTANCES AS NEEDED; 5. NAME OF OTHER BUSINESS: ROTARY CLUB OF RAVENNA, INVESTMENT RELATED: NO, ADDRESS: 6847 N CHESTNUT ST, RAVENNA, OH 44266, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: SECRETARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: TAKING MINUTES, KEEPING ATTENDANCE AND REPORTING MEMBERSHIP UPDATES TO ROTARY INTERNATIONAL;.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-24 |
Reach out to this advisor