Best Investors Account Sign in
Inactive

Glenn Michael Farkas

Avista Wealth Management

Northbrook, IL

Claim This Profile
Current Employers
Avista Wealth Management

1363 Shermer Road Suite 330, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-01
IL RA APPROVED 2009-09-10
  • TX RA
    APPROVED_RES
    Since 2022-06-01
  • IL RA
    APPROVED
    Since 2009-09-10

Branch Locations

1363 Shermer Road Suite 330, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avista Financial Network, Inc. Glenview IL 03/2009 Present
Innovation Partners Llc Charlotte NC 07/2016 03/2019
Innovation Partners, Llc Charlotte NC 02/2021 Present
  • 03/2009 → Present
    Avista Financial Network, Inc.
    Glenview, IL
  • 07/2016 → 03/2019
    Innovation Partners Llc
    Charlotte, NC
  • 02/2021 → Present
    Innovation Partners, Llc
    Charlotte, NC
Previous Registrations
  • 2009-02-27 → 2009-09-09
    Naperville, IL
  • 2006-03-30 → 2008-03-07
    Orion Capital Management Inc
    Winnetka, IL
  • 2002-06-28 → 2005-01-31
    Credit Suisse Securities (Usa) Llc
    Chicago, IL
Other Businesses

NAME OF OTHER BUSINESS: AVISTA FINANCIAL NETWORK, INC; IS OTHER BUSINESS INVESTMENT RELATED: YES; ADDRESS: 1363 Shermer Road, Suite 330 Northbrook, IL 60062; NATURE OF OTHER BUSINESS: FIXED INSURANCE AND ASSET MANAGEMENT; POSITION: PRESIDENT AND PORTFOLIO MANAGER; STATE DATE: 03/2009; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: 80%; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTE TO OTHER BUSINESS DURING TRADING HOURS: PRINCIPAL, RESPONSIBLE FOR ALL ASPECTS OF THE BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-07
  • S66 Uniform Combined State Law Examination
    2002-05-07
Other Names
  • Glenn Michael Farkas
  • Glenn Farkas

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Northbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor