Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
801 Warrenville Road Suite 200, Lisle, IL 60532 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glen Ellyn | IL | 04/2009 | 12/2024 |
| Kestra Investment Services, Llc | Glen Ellyn | IL | 12/2024 | Present |
| Kestra Advisory Services, Llc | Glen Ellyn | IL | 12/2024 | Present |
KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR WESLEY FINANCIAL MANAGEMENT POSITION: Registered Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2024 ADDRESS: 23w143 Red Oak Drive, Glen Ellyn IL 60137, United States DESCRIPTION: Registered Representative BENET ACADEMY SOCCER COACH POSITION: Assistant soccer coach NATURE: Soccer Coach INVESTMENT RELATED: No # OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2026 ADDRESS: 2200 Maple Avenue, Lisle IL 60532, United States DESCRIPTION: Coach practice and games for the fall season
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-24 |
Reach out to this advisor