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 |
|---|---|---|---|
| VT | RA | APPROVED | 2024-09-13 |
Branch Locations
171 Battery Street Suite 1, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2024 | Present |
| Castle Advisors | Burlington | VT | 03/2024 | Present |
| Aubuchon Hardware | Shelburne | VT | 07/2016 | 02/2020 |
| Shover Construction | Shelburne | VT | 05/2021 | 05/2022 |
| Camels Hump Contracting | Hinesburg | VT | 05/2022 | 08/2022 |
| Doordash Inc | San Francisco | CA | 02/2020 | Present |
| Maplebear Inc | San Francisco | CA | 02/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | Present |
1) CASTLE ADVISORS, INVESTMENT RELATED, ADDRESS BURLINGTON, VT, REGISTERED ASSISTANT, ADMINISTRATIVE, CASE PREP, COORDINATING AND SCHEDULING WITH CLIENTS, COMMUNICATION AND SERVICING, 40H/WEEK, SINCE 03/2024. 2) DOORDASH, INC. NOT INVESTMENT RELATED, SAN FRANCISCO, CA, FOOD DELIVERY DRIVER, FOOD DELIVERY, SINCE 02/2020, 10H/WEEK 3) FIXED INSURANCE AGENT, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG-TERM CARE INSURANCE, 20H/WEEK, SINCE 10/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
Reach out to this advisor