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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 11/2018 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2018 | 03/2019 |
| Independent Cfp | Fernandina Beach | FL | 10/2014 | 11/2018 |
| Woodbury Financial Services, Inc. | Fernandina Beach | FL | 03/2019 | 11/2019 |
| Woodbury Financial Services, Inc. | Fernandina Beach | FL | 03/2019 | 11/2019 |
| Regions Bank | Tallahassee | FL | 12/2019 | 03/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2019 | 03/2024 |
| Lpl | Jacksonville | FL | 03/2024 | 10/2024 |
| Vystar Credit Union | Fernandina Beach | FL | 03/2024 | 10/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2024 | Present |
| Cetera Investment Advisers Llc | Tallahassee | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-15 |
Reach out to this advisor