Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-24 |
Branch Locations
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Chicago | IL | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1. INSURANCE, INVESTMENT RELATED, AGENT, PROPOSE ACCIDENT AND HEALTH, DISABILITY, EQUITY INDEXED ANNUITY, FIXED ANNUITY AND TRADITIONAL LIFE PRODUCTS, START 3/1/1989, 4HPM, 2HDTH. 2. POWER OF ATTORNEY FOR BERNADETTE BOYLE POSITION: Power of Attorney for Property NATURE: Acting as Durable Power of Attorney for Bernadette Boyle (my Aunt - my father's sister) My Aunt has [REDACTED] and lives in an assisted living facility. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/24/2023 ADDRESS: 745 Jackson Ave, River Forest IL 60305, United States DESCRIPTION: Ensure the assisted living facility is providing the appropriate level of care, Oversee the payment of her bills, Coordinate any medical visits that are needed, Arrange visits with her Special Needs son 3. GUARDIAN FOR COUSIN - JOSEPH B. BOYLE POSITION: Guardian NATURE: I was just appointed sole guardian for my special needs cousin, Joseph B. Boyle. Joseph's mom and I have been co-guardians since the death of Joseph's father (about 7 years ago). Unfortunately Joe's mom has [REDACTED] and is no longer capable of making decisions for Joseph. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: START DATE: 07/11/2025 ADDRESS: 745 Jackson Ave, River Forest IL 60305, United States DESCRIPTION: Joseph lives in a community for special needs people. It's called Misericordia and it's located in Chicago. I regularly check on Joseph and bring him to see his mom for scheduled weekend/vacation visits. Sometimes he will stay with my wife and I in our home. 4. MICHAEL J. MAY POSITION: Sole Proprietor NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 03/01/1989 ADDRESS: 8755 West Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Occasion sales as a result of financial planning recommendations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-07 |
Reach out to this advisor