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 | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdy Insurance Agency, Inc. | Sunbury | PA | 02/1991 | 02/2025 |
| Stonex Securities Inc | Sunbury | PA | 09/2014 | 03/2025 |
| Stonex Advisors Inc | Sunbury | PA | 10/2017 | 03/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
| Purdy Insurance Agency Inc. | El Segundo | CA | 01/2021 | Present |
1. Name of other business: Fixed Insurance Investment related: Yes Address: Same as registered location Nature of business: Fixed Insurance Start Date: 08/2003 Apx number of hours per week: 25 Apx number of hours during trading hours:3.5 Position/title/relationship: Agent Brief description of duties: Insurance sales and service 2. NAME OF OTHER BUSINESS: PURDY INSURANCE AGENCY INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE DBA; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, AND FIXED ANNUITIES SALES AND SERVICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-02 |
Reach out to this advisor