Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-09 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
520 Lake Cook Rd., Ste 150, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Morton Grove | IL | 01/2011 | 10/2019 |
| Ameriprise Financial Services, Llc | Lake Zurich | IL | 11/2022 | 01/2025 |
| Unemployed | Morton Grove | IL | 11/2019 | 11/2022 |
| Lpl Financial Llc | Schaumburg | IL | 01/2025 | Present |
1)01/09/2025 - PWA - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 01/09/2025 160 Hrs/Mth - 8 Hrs During Trading. 2)01/09/2025 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) Start date: 01/09/2025 160 Hrs/Mth - 8 Hrs During Trading. 3) 06/23/2025 - Genesis Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-11 |
Reach out to this advisor