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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| FL | RA | APPROVED | 2023-04-26 |
Branch Locations
225 Ne Mizner Blvd Ste 5550, Boca Raton, FL 33432 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services, Inc. | Boca Raton | FL | 04/2002 | 09/2019 |
| Vsr Financial Services, Inc. | Overland Park | KS | 08/2016 | 11/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2002 | Present |
| Summit Financial Networks | Boca Raton | FL | 10/2020 | Present |
| Summit Financial Group Inc | Boca Raton | FL | 10/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
| Cetera Investment Advisers Llc | Boca Raton | FL | 06/2023 | Present |
| H&R Block | Deerfield Beach | FL | 01/2024 | 01/2025 |
1. MEDICARE SUPPLEMENTS; NOT INVESTMENT RELATED; 1260 SE 4 ST DEERFIELD BEACH, FL 33441; MEDICARE SUPPLEMENTS PART-TIME; AGENT; 04/01/2019; APPX 10 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; SELLING MEDICARE SUPPLEMENTS NIGHTS AND WEEKENDS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
Reach out to this advisor