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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 06/2007 | 01/2024 |
| The Fitness Squad, Llc | Glenside | PA | 04/2013 | Present |
| Capital Analysts | Fort Washington | PA | 02/2015 | 01/2024 |
| Lincoln Investment | Fort Washington | PA | 04/2011 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 05/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: THE FITNESS SQUAD DBA ORANGETHEORY FITNESS INVESTMENT RELATED: NO ADDRESS: 2140 S EAGLE RD NEWTOWN PA 18940 NATURE OF BUSINESS: FITNESS START DATE: 04/2013 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NON MANAGING PARTNER. MAKE BUSINESS DECISIONS WITH MANAGING PARTNER 2. NAME OF OTHER BUSINESS: TUPELO WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-18 |
Reach out to this advisor