Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-29 |
| IL | RA | APPROVED | 2017-09-25 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Oakbrook Terrace | IL | 06/2001 | Present |
| Unite Financial Group, Llc | Oakbrook | IL | 11/2007 | Present |
| Akg Financial Group | Chicago | IL | 01/2010 | 02/2021 |
| Unite Events | Oakbrook Terrace | IL | 06/2010 | Present |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 01/2012 | Present |
| Heartland Financial Institute | Chicago | IL | 06/2012 | Present |
| Debtmerica, Llc | Santa Ana | CA | 07/2013 | 02/2023 |
| Healthcare Solutions | Lombard | IL | 03/2019 | Present |
| Evolve Financial Advocates Inc | Glen Ellyn | IL | 02/2020 | Present |
| Apollo Agency | Chicago | IL | 11/2020 | Present |
| Lspn Pro, Llc | Lindon | UT | 07/2021 | 11/2025 |
| College Loan Freedom | Henderson | NV | 11/2020 | Present |
| Wealthwave | Oakbrook Terrace | IL | 10/2023 | Present |
| College Loan Freedom | Henderson | NV | 11/2020 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION, AURORA, CO,START DATE 7-2-2012, NOT INVESTMENT RELATED, REGISTRY INSTRUCTOR, 10-20 HRS/WEEK UNITE FINANCIAL GROUP, TERRACE, IL, START DATE 4-2002, NOT INVESTMENT RELATED, PARTNER, 25 % OWNERSHIP IN OFFICE CONDO, 0 HRS UNITE EVENTS, OAKBROOK TERRACE, IL, START DATE 06-2010NOT INVESTMENT RELATED, ACCOUNT HOLDER, 0 HRS Healthcare Solutions / 0319-Present / INVESTMENT RELATED: NO / 1900 S. Highland Ave. Lombard, IL 60148 / Referral Associate / Health Insurance / hrs work monthly: 1 / Sec trading hrs: 1 / I will be referring people to this company for health insurance policies. Evolve Financial Advocates Inc; Investment Related/No; 22W065 Glen Valley Dr. Glen Ellyn, IL 60137; President 2/11/2020; Pass though account; hrs/month 0; hrs during sec. trading 0; Pass through account Apollo Agency/No/747 N LaSalle Dr. 200 Chicago, IL 60654/Referral Agent/11/19/2020/Heath Insurance Sales/4/0/Referring business/approved with Restrictions College Loan Freedom / 1120-Present / Investment Related: No / 129 W. Lake Mead Parkway #19 Henderson, NV 89015 / Referral Partner / Document Preparation / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / Referring people who need help. COLLEGE LOAN FREEDOM POSITION: referral partner NATURE: referral partner INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 129 W Lake Mead Pkwy, Henderson NV 89015, United States DESCRIPTION: Send contact information to College Loan Freedom and they reach out to contact
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
Reach out to this advisor