Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
2050 Parkway Office Circle 4Th Fl, Hoover, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Alabama | Tuscaloosa | AL | 01/2018 | 05/2018 |
| Am Best Company | Oldwick | NJ | 06/2017 | 07/2017 |
| The University Of Alabama | Tuscaloosa | AL | 08/2014 | 05/2018 |
| Unemployed | Hellertown | PA | 05/2018 | 09/2018 |
| The Pacific Financial Group | Bellevue | WA | 07/2019 | 03/2024 |
| Ubs Contracted Through Solomon Page Group | Nashville | TN | 09/2018 | 07/2019 |
| Invesco | Atlanta | GA | 04/2024 | 10/2025 |
| Wells Fargo Bank, Na | Mountain Brook | AL | 11/2025 | 05/2026 |
| Wells Fargo Clearing Services, Llc | Mountain Brook | AL | 11/2025 | 05/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | Hoover | AL | 07/2026 | Present |
| Regions Bank | Hoover | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
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