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 |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Gorham | ME | 10/2021 | 07/2023 |
| Key Investment Services Llc | Brooklyn | OH | 07/2023 | 08/2024 |
| Wells Fargo | Sioux Falls | SD | 03/2016 | 10/2021 |
| Lighthouse Wealth Advisors/ Northeast Credit Union | Westbrook | ME | 08/2024 | Present |
| Lpl Financial Llc | Westbrook | ME | 08/2024 | 01/2025 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2025 | Present |
| Cetera Investment Advisers Llc | Westbrook | ME | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-29 |
Reach out to this advisor