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 | 2024-12-13 |
| TX | RA | APPROVED_RES | 2024-12-13 |
Branch Locations
2560 West Ridge Pike, West Norriton, PA 19403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cc Peppers | State College | PA | 10/2017 | 04/2018 |
| The Dining Car | Philadelphia | PA | 05/2016 | 03/2018 |
| The Deli | State College | PA | 04/2017 | 10/2017 |
| Target | State College | PA | 09/2016 | 02/2017 |
| Psu | State College | PA | 08/2014 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 08/2018 |
| Citizens Securities, Inc. | Abington | PA | 09/2018 | 11/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2020 | 12/2024 |
| Citadel Federal Credit Union | West Norriton | PA | 11/2020 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | West Norriton | PA | 12/2024 | Present |
TREASURER FOR PA LAMBDA EDUCATIONAL BOARD, PROVIDES FINANCIAL STATEMENTS, CHECKING WRITING IN DUAL CAPACITY, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, NOR RECOMMEND SPECIFIC SECURITIES TRANSACTIONS NOR MAKE INVESTMENT DECISIONS, 1-3 MEETINGS/YR (1HR/MEETING)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
Reach out to this advisor