Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| KY | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| MO | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Morton | IL | 05/2007 | 12/2017 |
| Churchill Wealth Management, Inc | Morton | IL | 05/2007 | Present |
| Woodbury Financial Services Inc | Morton | IL | 01/2018 | 01/2024 |
| Osaic Wealth, Inc. | Morton | IL | 01/2024 | Present |
1. CHURCHILL WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 200 S. First Ave, Morton IL 61550, United States DESCRIPTION: I sell traditional insurance products. 2. GL PROPERTY MANAGEMENT POSITION: Owner NATURE: Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2007 ADDRESS: 200 S. First Ave, Morton IL 61550, United States DESCRIPTION: Owner/property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
Reach out to this advisor