Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
3901 Georgia St Ne Ste A-3, Albuquerque, NM 87110 • United States
7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109 • 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 |
| Morada Wealth Partners | Albuquerque | NM | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED OFFICE, NATURE OF BUSINESS: FIXED INSURANCE - LIFE, HEALTH, ANNUITIES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, START DATE: 09/2006 APPROX # OF HRS PER WK: 40, BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE; 2) NAME OF OTHER BUSINESS: INTERNATIONAL ACADEMY OF COLLABORATIVE PROFESSIONALS; INVESTMENT RELATED: NO; ADDRESS: 11811 N. TATUM BLVD. #1000, PHOENIX, AZ 85028; NATURE OF BUSINESS: COLLABORATIVE DIVORCE GROUP; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; START DATE: 03/2010,; APX # OF HRS PER WK: 0-1; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ASSET IDENTIFICATION AND VALUATION; 3) NAME OF OTHER BUSINESS: GWYTHER FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC FOR FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 04/2012 APX # OF HOURS PER YEAR: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: GWYTHER FINANCIAL SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DIVORCE FINANCIAL PLANNING, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 04/2012 APX # OF HRS PER YEAR: 40, BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ANALYSIS FOR COUPLES USING THE COLLABORATIVE DIVORCE MODEL 5) NAME OF OTHER BUSINESS: NEW MEXICO COLLABORATIVE PRACTICE GROUP INVESTMENT RELATED: NO ADDRESS: P.O. BOX 30067, ALBUQUERQUE, NM, 87109 NATURE OF BUSINESS: PROFESSIONAL GROUP HELPING WITH COLLABORATIVE DIVORCE,START DATE: 4/2017 POSITION/TITLE/RELATIONSHIP: TREASURER APX # OF HOURS PER WK: 1, NOT DURING TRADING HRS, BRIEF DESCRIPTION OF DUTIES: PROCESS MEMBERSHIP PAYMENTS AND PAY BILLS NMCPG. NO SIGNING AUTHORITY. 6) NAME OF OTHER BUSINESS: DARBEENER VENTURES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 08/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX # OF HRS PER WK: LESS THAN 1; APX # OF HRS DURING TRADING HRS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MAINTENANCE AND FINANCIAL REPORT PREPARATION; 7) NAME OF OTHER BUSINESS: MORADA WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: 3901 GEORGIA ST, NE SUITE A3, ALBUQUERQUE, NM, 87110, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX # OF HRS PER WK: 50, APX # OF HRS DUR TRADING HRS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8) NAME OF OTHER BUSINESS: GEORGIA PROFESSIONAL GARDENS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 3901 GEORGIA ST NE ALBUQUERQUE, NM 87110; NATURE OF BUSINESS: CONDO BOARD; START DATE: 4/2022; POSITION/TITLE/RELATIONSHIP: TREASURER APX # OF HRS PER WK: 2 ; BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL, BANK RECORECORDS, COLLECT MONTHLY ASSOCIATION DUES, OVERSIGHT ON BANKING; 9)NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
Reach out to this advisor