Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-25 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Chicago | IL | 05/2011 | 04/2020 |
| Cabot Lodge Securities Llc | Chicago | IL | 07/2021 | 02/2022 |
| Cl Wealth Management Llc | New York | NY | 07/2021 | 02/2022 |
| Wentworth Management Services | Frisco | TX | 07/2021 | 02/2022 |
| Unemployed | Chicago | IL | 04/2020 | 07/2021 |
| William Blair | Chicago | IL | 02/2022 | 04/2024 |
| Vestgen Wealth Partners Llc | Chicago | IL | 05/2024 | Present |
| Vestgen Advisors, Llc | Chicago | IL | 09/2024 | Present |
| Private Client Services | Chicago | IL | 10/2024 | Present |
| Vestgen Securities, Llc | Wheaton | IL | 10/2024 | Present |
1) VestGen Advisors, LLC, Inverness, IL 60067, Chief Compliance Officer, investment related RIA; . 160 hrs/mo; 160 during trading hrs. 2) VestGen Wealth Partners Holdings, LLC, Chief Legal Officer, 40 hours/mo, 40 during trading hours, investment related financial services holding company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
Reach out to this advisor