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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massanutten Financial Services Inc. | Elkton | VA | 07/2021 | Present |
| Dynamic Aviation | Bridgewater | VA | 09/2019 | 06/2021 |
| Pittman's Tree & Landscaping | Front Royal | VA | 04/2019 | 07/2019 |
| Nicholas Simulation Services | Charlottesville | VA | 01/2014 | 07/2019 |
| Avantax Investment Services, Inc. | Elkton | VA | 03/2022 | 09/2025 |
| Avantax Advisory Services | Elkton | VA | 07/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Elkton | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Massanutten Financial Services Inc.; Payroll & Accounting Manager; Manage office of small firm that processes business & individual tax returns, payroll & bookkeeping for small businesses.; NIR; 130; 07/06/2021; 101 Warren Street Elkton VA 22827; Manage employee in a small firm doing payroll & payroll taxes for small businesses. Also managing employees, and reviewing books for small businesses including financial statements. Enter payroll adjustments, and handle payroll issues. Reconcile statements, create budgets and other accounting items for small business clients.Enter & process individual tax returns. 2)Portering the Glory International; Assistant Treasurer; see number 5 below; NIR; 0; 10/09/2022; 3203 S. Ox Road Edinburg VA 22824; Count church offering, Enter offering envelopes for year end, review books & process quarterly payroll reports.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
Reach out to this advisor