Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Millersville | PA | 08/2016 | 05/2017 |
| Dicks Sporting Goods | Harrisburg | PA | 05/2017 | 08/2017 |
| Dicks Sporting Goods | Lancaster | PA | 08/2017 | 05/2019 |
| Liberty Mutual Insurance | Lancaster | PA | 05/2019 | 08/2019 |
| Full Time Student | Millersville | PA | 08/2019 | 05/2020 |
| Unemployed | Middletown | PA | 05/2020 | 08/2020 |
| Orrstown Bank | Camp Hill | PA | 08/2020 | 11/2021 |
| Orrstown Bank | Camp Hill | PA | 11/2023 | Present |
| Orrstown Financial Advisors | Camp Hill | PA | 11/2023 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2021 | 11/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | 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: 01/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ORRSTOWN BANK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL - EMPLOYED BY THE INSTITUTION. 3. NAME OF OTHER BUSINESS: ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR FOR CETERA ADVISOR NETWORKS CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
Reach out to this advisor