Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnc Financial Group, Llc | Wenatchee | WA | 10/2023 | Present |
| Cordell Neher & Company, Pllc | Wenatchee | WA | 10/2023 | Present |
| Syracuse University Office Of Admissions | Syracuse | NY | 01/2021 | 05/2024 |
| Chelan County Public Utility District | Wenatchee | WA | 07/2020 | 07/2022 |
| Community Foundation Of North Central Washington | Wenatchee | WA | 04/2019 | 08/2019 |
| Syracuse University | Syracuse | NY | 08/2019 | 05/2023 |
| Eastmont Senior High School | East Wenatchee | WA | 08/2016 | 06/2019 |
| North Central Washington Volleyball Club | Wenatchee | WA | 11/2023 | Present |
| Avantax Investment Services Inc. | Wenatchee | WA | 11/2024 | 09/2025 |
| Avantax Advisory Services | Wenatchee | WA | 11/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Wenatchee | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CNC Financial Group LLC; Wealth Management Assistant; CNC Financial Group offers investment planning, retirement planning, financial planning, estate planning and tax planning services.; Yes; 160; 80; 10/01/2023; 175 E. Penny Road Wenatchee WA 98801; Prepare and process new account applications and complete related follow up with clients Prepare/process/complete general customer service items: i.e. updating beneficiaries, adding bank links to accounts, assisting with rollover calls, etc. Onboard new clients through our "Discovery" process and scheduling initial meetings with advisors and CPAs Service clients via phone calls, emails, and walk ins by answering their questions or directing them to the appropriate department/person Assist with general projects like tracking RMDs for clients. 2) Cordell Neher & Company, PLLC; Wealth Management Assistant; Cordell Neher & Company, PLLC offers tax preparation, payroll, bookkeeping, and business consulting services; No; 1; 0; 10/01/2023; 175 E. Penny Road Wenatchee WA 98801; I hold no duties to this entity, I am solely paid an hourly wage which is paid through this entity. 3) North Central Washington Volleyball Club; Head Volleyball Coach; I am a head coach for a local volleyball club called North Central Washington Volleyball Club (NCWVBC). NCWVBC is a registered 501c3. I coach 12-18 year old girls between the months of October and May each year, and receive a small stipend (between $200-$3000) for coaching during the season. I also receive reimbursements from the club for out of town travel for tournaments. These reimbursements are limited to a certain nightly cost for hotels, gas mileage for travel, and a small stipend for food (between $15-50 dollars a day) depending on the nature and expense of the tournament. I also occasionally help with volleyball camps or one-on-one training sessions in the off season, which the club does offer a small stipend for as well on a case by case basis. The club also reimburses coaches who wish to attend Coaching Camps - which provide continuing education opportunities for coaches interested in furthering their knowledge of the game. As a head volleyball coach, my duties are purely coaching related. I have no say in decisions of NCWVBC as a whole. I do not sit on the board of directors and have no influence on the club in any capacity other than my capacity as a coach of a team.; No; 1; 0; 11/04/2023; 1410 Maple St Wenatchee WA 98801; My responsibilities as a head volleyball coach are as follows: Stay up to date on all trainings & certifications through regional regulators (ERVA & USA Volleyball) to ensure I am certified to coach safely. Design & run volleyball practices between 1-3 times a week during the season Lead & Coach at tournaments (which often require travel out of town) Communicate relevant information to parents of players.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
Reach out to this advisor