Best Investors
Account
Sign in
Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-03 |
Branch Locations
600 S Washington St Ste 100A, Naperville, IL 60540 • United States
Naperville, IL • United States
300 Colorado St Ste 2600, Austin, TX 78701 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wayne Hummer Investments | Chicago | IL | 10/2010 | 08/2017 |
| Lion Street Financial | Naperville | IL | 08/2017 | Present |
| Lion Street Advisors | Naperville | IL | 08/2017 | Present |
| Integrity Alliance, Llc. | Naperville | IL | 11/2025 | Present |
| Integrity Alliance, Llc. | Naperville | IL | 11/2025 | Present |
REFINED STRATEGIES POSITION: Owner NATURE: Sales of: Fixed Annuities, Term Life Insurance, Convertible-Term Life Insurance, IUL INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 600 S Washington St, Suite 100A, Naperville IL 60540, United States DESCRIPTION: Financial Advisor / Wealth Management JADE RYNO CORPORATION POSITION: Owner NATURE: Used to allocate Revenue and Expenses for partnership in Refined Strategies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/26/2018 ADDRESS: 2207 Popple Ct, Naperville IL 60564, United States DESCRIPTION: allocated revenue and expenses for partnership in Refined Strategies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-27 |
Reach out to this advisor