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 | 2024-09-27 |
Branch Locations
605 Corporate Drive West, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doylestown Country Club | Doylestown | PA | 06/2016 | 06/2017 |
| Squires Golf Club | Ambler | PA | 06/2017 | 03/2019 |
| Commonwealth National Golf Club | Horsham | PA | 03/2019 | 02/2025 |
| Mgr Financial | Chalfont | PA | 05/2022 | 08/2022 |
| Bucks County Wealth Management | Langhorne | PA | 07/2021 | Present |
| Strack Associates Inc | Yardley | PA | 02/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | 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: 03/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: STRACK ASSOCIATES INC INVESTMENT RELATED: NO ADDRESS: 1100 QUARRY COMMONS DRIVE YARDLEY, PA NATURE OF BUSINESS: ACCOUNTING SERVICES START DATE: 02/2023 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: REVIEW TAX RETURNS AND PERFORM ADMINISTRATIVE DUTIES. 3. NAME OF OTHER BUSINESS: BUCKS COUNTY WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: EMPLOYEE/ASSISTANT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: ASSISTANT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
Reach out to this advisor