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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
20200 Governors Drive Ste 106, Olympia Fields, IL 60461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Olympia Fields | IL | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Robert Davis & Associates; Yes; 20200 Governors Dr, Ste 106; Olympia Fields; IL; 60461; Financial Services/dba; Owner, President; 3/1/1995; 240; 240; Sale and Service Insurance and Securities Products.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 20200 Governors Dr., Ste 106; Olympia Fields; IL; 60461; fixed insurance sales; Independent Insurance Agent; 4/1/1986; 50; 25; sale of fixed insurance products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-14 |
Reach out to this advisor