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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-29 |
Branch Locations
324 Grove Street, Worcester, MA 01605 • United States
975 Merriam Ave Ste 201, Leominster, MA 01453 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Leominster | MA | 05/2015 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Archstone Financial; Yes; 346 GROVE ST; WORCESTER; MA; 1605; FINANCIAL SERVICES/DBA; Partner, Financial Advisor; 5/1/2015; 160; 160; sales and service of insurance,securities and investment products.|NAME OF ENTITY: Independent Insurance Agent; Yes; 975 MERRIAM AVE STE 201; LEOMINSTER; MA; 1453; fixed insurance; Independent Insurance Agent; 5/1/2015; 1; 1; sales of fixed insurance products|NAME OF ENTITY:133 COMMONWEALTH CONDOMINIUM; No; 133 Commonwealth Ave; Boston; MA; 02116; CONDO ASSOCIATION; Trustee; 2/10/2021; 1; 0; Oversea the running of the condo association, monitor the accounts, and act in the best interest of the condo owners|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
Reach out to this advisor