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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-16 |
| PA | RA | APPROVED | 2020-11-12 |
Branch Locations
1401 N. Cedar Crest Blvd. Suite 109, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon H Dickinson & Co | Allentown | PA | 08/1993 | Present |
| First Allied Securities, Inc. | San Diego | CA | 12/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Allentown | PA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1.) ANCHOR POINT WEALTH MANAGEMENT; PRESIDENT; INSURANCE; START DATE 01/01/2015; 160 HOURS PER MONTH. 2.) ANCHOR POINT WEALTH MANAGEMENT; PRESIDENT; DBA; START DATE 01/01/2015; 160 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-06 |
Reach out to this advisor