Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
1010 Turquoise St Ste 255, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schoettle Financial | San Diego | CA | 05/2022 | Present |
| Mozaic Llc | Beverly Hills | CA | 11/2019 | 10/2021 |
| Payden & Rygel | Los Angeles | CA | 06/2018 | 08/2018 |
| Parkside Advisors | Berkeley | CA | 06/2017 | 08/2017 |
| Uc Berkeley | Berkeley | CA | 08/2015 | 12/2018 |
| Unemployed | San Diego | CA | 10/2021 | 04/2022 |
| Unemployed | San Diego | CA | 12/2018 | 11/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: SCHOETTLE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: MONITOR CLIENT ACCOUNTS, PREPARE MATERIALS FOR CLIENT MEETINGS, ADMIN SUPPORT; 2. NAME OF OTHER BUSINESS: CASA DE LOS POBRES USA; INVESTMENT RELATED: NO; ADDRESS: PO BOX 9596, SAN DIEGO, CA 92109; NATURE OF BUSINESS: BOARD; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DEPOSIT DONATION CHECKS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
Reach out to this advisor