Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-07 |
Branch Locations
750 Old Hickory Blvd Suite 2-210, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mighty Dog Roofing | Franklin | TN | 01/2022 | 04/2023 |
| Summer's Best Two Weeks | Hollsopple | PA | 05/2021 | 09/2021 |
| Sevan Multi-Site Solutions | Chicago | IL | 08/2020 | 05/2021 |
| Summer's Best Two Weeks | Hollsopple | PA | 05/2019 | 08/2019 |
| Summer's Best Two Weeks | Hollsopple | PA | 05/2018 | 08/2018 |
| Summer's Best Two Weeks | Hollsopple | PA | 05/2017 | 08/2017 |
| Student At Baylor University | Waco | TX | 08/2016 | 05/2017 |
| Student At Baylor University | Waco | TX | 08/2017 | 05/2018 |
| Student At Baylor University | Waco | TX | 08/2018 | 05/2019 |
| Gap Year | Pittsburgh | PA | 08/2019 | 08/2020 |
| Job Searching | Nashville | TN | 04/2023 | 09/2023 |
| Shoemaker Financial | Nashville | TN | 09/2023 | Present |
| Entrepreneurial Endeavor | Nashville | TN | 09/2021 | 01/2022 |
| Cetera Wealth Services Llc | El Segundo | CA | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: SHOEMAKER FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE FINANCIAL PLANNING TO CUSTOMERS START DATE: 9/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ONCE LICENSED APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT, AND FINANCIAL PLANNING; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/2024, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
Reach out to this advisor