Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-21 |
| TX | RA | APPROVED_RES | 2023-06-29 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
1751 Pinnacle Drive Suite 425, Mclean, VA 22102 • United States
Vienna, VA • United States
511 Crows Point Road, Swanton, MD 21561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) VARIOUS INSURANCE COMPANIES, INSURANCE, REPRESENTATIVE - SELLS FIXED INSURANCE - LIFE, LTC, DISABILITY AND HEALTH; (2) CRUMP LIFE INSURANCE, 4250 CRUMS MILL ROAD, HARRISBURG, PA 17112, INSURANCE, REPRESENTATIVE, FIXED LIFE AND LTC SALES; (3) NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED BRANCH NATURE OF BUSINESS: DBA FOR ADVISORY INVESTMENT MANAGEMENT POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER AND 10% OWNER START DATE: 10/01/2012 APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF FINANCIAL SERVICES; (4) NAME OF OTHER BUSINESS: PARAGON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RECRUITING NEW REPS TO CETERA ADVISOR NETWORKS REGION START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: REGIONAL DIRECTOR BRIEF DESCRIPTION OF DUTIES: PROVIDE LEADERSHIP FOR REGION'S REP, RECRUIT REPS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-11 |
Reach out to this advisor