Best Investors
Account
Sign in
Best Investors
Account
Sign in
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-17 |
Branch Locations
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Burr Ridge | IL | 05/2016 | 12/2022 |
| Private Advisor Group, Llc | Burr Ridge | IL | 05/2016 | 12/2022 |
| Unique Wealth Strategies, Llc | Burr Ridge | IL | 11/2022 | Present |
10/13/2022 - Creative Legacy Planning - Investment Related - At Reported Business Location(s) & Home - Non-Variable Insurance - Start Date - 09/01/2022 - 40 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-31 |
Reach out to this advisor