Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-03-28 |
| MO | RA | APPROVED | 2008-03-28 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1425 Triad Center Dr, St. Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Agent (Insurance) | St Louis | MO | 12/1998 | Present |
| Brookstone Capital Management | Wheaton | IL | 03/2008 | Present |
GATEWAY SENIOR SOLUTIONS, INC. I'M PRESENT, THIS IS MY CORPORATION IN WHICH I RUN MY INSURANCE BUSINESS THROUGH. FULL TIME. Encorestate Plans; no;23505 E Appleway Ave, Ste 200, #552, Liberty Lake, WA 99019; 12/1/25; 20 hrs/month; runs the client relationships with vendors. Estate planning partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-15 |
Reach out to this advisor