Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-13 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
One Mid America Plaza, Suite 3008, Oak Brook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Oakbrook Terrace | IL | 11/2013 | 02/2026 |
| Mml Investors Services | Oakbrook Terrace | IL | 02/2014 | 02/2026 |
| Lenox Advisors, Inc | Chicao | IL | 11/2013 | 12/2018 |
| Simplicity Investments | Summit | NJ | 02/2026 | Present |
1.) INDEPENDENT INSURANCE AGENT - 2/13/1997 - One Mid America Plaza, Suite 3008, Oak Brook Terrace, IL 60181 - Agent, Sales, Not Invt Rel, Independent Insurance Agent, 100 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 2/17/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-25 |
Reach out to this advisor