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 | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
2101 Gaither Rd Ste 600, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 03/2018 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 03/2018 | 08/2023 |
| Financial Advantage | Rockville | MD | 03/2018 | Present |
| U.S. Food And Drug Administration (Fda) | Silver Spring | MD | 03/2008 | 03/2021 |
| Cetera Wealth Services, Llc | Rockville | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) FINANCIAL ADVANTAGE BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2018 ADDRESS: , Rockville MD , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: MONTGOMERY COLLEGE, INVESTMENT RELATED: NO, ADDRESS: 20200 OBSERVATION DR, GERMANTOWN, MD 20876 NATURE OF BUSINESS: EDUCATION, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: INSTRUCTOR APX NUMBER OF HOURS PER WEEK: 3, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EDUCATION REGARDING RETIREMENT PLANNING; 3)NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, SALE AND SERVICE OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-06 |
Reach out to this advisor