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 | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennsylvania Army National Guard | Harrisburg | PA | 06/2013 | 05/2018 |
| Ymca | State College | PA | 05/2017 | 12/2017 |
| Penn State University | State College | PA | 09/2014 | 05/2019 |
| Mc Dean | Tysons | VA | 05/2019 | 06/2021 |
| Nextgen Security Llc | Exton | PA | 07/2021 | Present |
| Us Army National Guard | Harrisburg | PA | 07/2021 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: NEXTGEN SECURITY LLC INVESTMENT RELATED: NO ADDRESS: 770 PENNSYLVANIA DR SUITE 120 EXTON PA 19341 NATURE OF BUSINESS: PROVIDING ELECTRONIC SECURITY AND ACCESS CONTROL TO OUTSIDE CUSTOMERS START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: DESIGN ENGINEER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS:2.5 BRIEF DESCRIPTION OF DUTIES: I DESIGN ELECTRONIC ACCESS CONTROL AND SECURITY SYSTEMS FOR UPCOMING PROJECTS. 2. NAME OF OTHER BUSINESS: ADVANTAGE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
Reach out to this advisor