Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-09-21 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
1200 Harger Road Suite 220, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/1988 | 10/2016 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/1995 | 10/2016 |
| Mp360° Tax Services, Ltd. | Oak Brook | IL | 01/1993 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 10/2016 | 12/2020 |
| Forum Financial Managment, Lp | Lombard | IL | 09/2016 | Present |
1) MP360° Tax Services, Ltd.; Not investment-related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; CPA Firm; Shareholder and President; 1/1993; 55 hours/month devoted; 55 hours during securities trading hours; Manage staff, meet with clients, accounting services, and tax planning and preparation. 2) MP360 Financial Services; Not investment related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; Administrative Entity; Owner; 11/2012; Less than 5 hours per month; 0 hours during securities trading hours; Administers payroll and issues W-2 compensation to support staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-23 |
Reach out to this advisor