Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Baltimore | MD | 01/1987 | 09/2025 |
| Avantax Advisory Services | Baltimore | MD | 09/1994 | 09/2025 |
| Clifford Rowland Ii, Cpa, Cfp | Baltimore | MD | 11/2022 | Present |
| Cetera Wealth Services, Llc | Baltimore | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Clifford Rowland,CPA,CFP~'NIR'~7305 York Road, 2nd Floor~Towson~MD~21204~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/1985~16hrs~0hrs~CPA, bookkeeper, payroll clerk 2) Independent Insurance Agent~'NIR'~7305 York Road, 2nd Floor~Towson~MD~21204~Independent Insurance Agent~Insurance Sales Agent~5/1/2004~4hrs~0hrs~sales & paperwork completiong 3) CLIFFORD ROWLAND II, CPA, CFP; POSITION: OWNER NATURE: CPA, CFP INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2022 ADDRESS: 5526 HARFORD ROAD, BALTIMORE MD 21214; CPA, bookkeeper, payroll clerk
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
Reach out to this advisor