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
3600 Wilshire Blvd Suite 1914, Los Angeles, CA 90010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linda Gullett | La Canada | CA | 07/2005 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| California Lutheran University | Thousand Oaks | CA | 04/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. WORKING SOLUTIONS, 1820 PRESTON PARK BLVD STE 2000, PLANO, TX 75093, BEGAN 7/05 AS INDEPENDENT CONTRACTOR/CALL CENTER AGENT, NOT INVESTMENT RELATED, DEVOTES 15 HRS/WK, NONE DURING TRADING; 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 2009, 4HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 3. CALIFORNIA LUTHERAN UNIVERSITY, NOT INVESTMENT RELATED, 60 WEST OLSEN RD. THOUSAND OAKS, CA 91360, MBA PROGRAM ADJUNCT PROFESSOR OF FINANCE, START 11/01/2013, 1-2HRS/WK (NON-TRADING HOURS), TEACH CAPSTONE COURSE TO MBA STUDENT; 4. NAME OF OTHER BUSINESS: PROVISORS INVESTMENT RELATED: NO ADDRESS: 15165 VENTURA BLVD #425, SHERMAN OAKS, CA 91403 NATURE OF BUSINESS: NETWORKING ORGANIZATION START DATE: 03/24/2016 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY NETWORKING MEETINGS. 5. NAME OF OTHER BUSINESS: CALIFORNIA LUTHERAN UNIVERSITY INVESTMENT RELATED: YES ADDRESS: 60 WEST OLSEN RD., THOUSAND OAKS, CA 91360 NATURE OF BUSINESS: EDUCATIONAL START DATE: 4/2017 ADJUNCT PROFESSOR - MASTER OF SCIENCE IN FINANCIAL PLANNING, APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: CREATE COURSE, TEACH COURSE, AND ADMINISTER FINAL EXAM 6. NAME OF OTHER BUSINESS:N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: DISPUTE RESOLUTION ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: BAR CERTIFIED MEDIATOR ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: ACTING AS NEUTRAL PARTY FOR CONFLICT RESOLUTION ; 7. NAME OF OTHER BUSINESS: NATIONAL ASSOCIATION OF DIVORCE PROFESSIONALS ; INVESTMENT RELATED: NO ; ADDRESS: 401 E LAS OLAS BLVD, FORT LAUDERDALE, FL 33301 ; NATURE OF BUSINESS: NETWORKING GROUP ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: ASSISTANT DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MAINTAINING SPEAKER CALENDAR FOR MEETINGS AND SHARING NATIONAL CONTENT ; 8. NAME OF OTHER BUSINESS: ATARA WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / INSURANCE; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INVESTMENT MANAGEMENT, FINANCIAL PLANNING, COUNSELING AND INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
Reach out to this advisor