Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-09-27 |
| IL | RA | APPROVED | 2023-08-04 |
Branch Locations
500 Waters Edge Lane Suite 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-12 |
| IL | RA | APPROVED | 2023-08-04 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Las Vegas, NV • 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 02/2007 | 08/2023 |
| Agia | Houston | TX | 12/2022 | 08/2023 |
| Lincoln Investment | Fort Washington | PA | 08/2023 | Present |
| Capital Analysts | Fort Washington | PA | 08/2023 | Present |
GREENBRICKCAPITAL, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2019 ADDRESS: 1835 N. Marshfield Avenue, Chicago IL 60622, United States DESCRIPTION: Hire property managers to manage investment properties. HAPPYLE, INC. POSITION: Minority Owner NATURE: Boba Tea Shop INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 1607 Chicago Avenue, Evanston IL 60201, United States DESCRIPTION: Silent partner. My spouse runs the operation. WEALTHGUIDE ADVISORS LLC POSITION: Sole Owner, Agent NATURE: Insurance, Financial Services, Accounting & Tax Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 08/04/2023 ADDRESS: 188 Cactus Sunrise Street, Las Vegas NV 89138, United States DESCRIPTION: DBA for Lincoln business. Life and fixed insurance sales. Flow through entity for tax and accounting purposes. THG FINANCIAL STRATEGIES POSITION: Agent NATURE: Brokerage General Agent for non-variable insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/29/2024 ADDRESS: 100 Tri State Intl, Suite 145, Lincolnshire IL 60069, United States DESCRIPTION: Appointed with BGA that provides Non-Variable insurance (fixed life, fixed annuities, health and long-term care insurance").
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-21 |
Reach out to this advisor