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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Aquatics Inc. | Alexandria | VA | 06/2016 | 08/2017 |
| Vetsusa Ii Llc | Arlington | VA | 05/2018 | 08/2019 |
| Full-Time Student At Lindenwood University | Saint Charles | MO | 08/2016 | 12/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: EGAN, BERGER, & WEINER, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DUTIES INCLUDE SUPPORTING CLIENTS AND FINANCIAL PLANNERS IN DAY TO DAY OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
Reach out to this advisor