Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-06 |
Branch Locations
1021 East Cary Street Suite 1225, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia - Slaughter Recreation Center | Charlottesville | VA | 05/2021 | 05/2024 |
| North Star Resource Group | Richmond | VA | 05/2023 | 07/2023 |
| Brooks Family Ymca | Charlottesville | VA | 06/2021 | 01/2022 |
| Target Corporation | Charlottesville | VA | 11/2019 | 05/2020 |
| Harris Teeter | Charlottesville | VA | 05/2019 | 08/2019 |
| Douglas Aquatics | Charlottesville | VA | 06/2017 | 08/2018 |
| University Of Virginia | Charlottesville | VA | 08/2021 | 05/2024 |
| University Of Richmond | Richmond | VA | 08/2020 | 05/2021 |
| Albemarle High School | Charlottesville | VA | 08/2016 | 05/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, SECURITIES AND PLANNING BUSINESS; 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: 06/2023, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
Reach out to this advisor