Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 E 22Nd Street Suite 405, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-29 |
| WI | RA | APPROVED | 2017-02-24 |
| AZ | RA | APPROVED | 2017-01-01 |
| TX | RA | APPROVED_RES | 2016-05-09 |
| IL | RA | APPROVED | 2014-02-19 |
Branch Locations
1 E 22Nd Street Suite 405, Lombard, IL 60148 • 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 |
|---|---|---|---|---|
| Athena Advisor Services, Llc | Des Plaines | IL | 05/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2013 | 10/2023 |
1) NOTARY PUBLIC. Not Investment Related. Start 8/16/2011. Time Spent 1%. 2) ATHENA ADVISOR SERVICES, LLC DBA ATHENA PRIVATE WEALTH. Investment Related. RIA. Partner. 680 Lee Street, Des Plaines IL 60016. Start 7/2013. 170 HRS/MO. Financial Planner. 3) ATHENA GLOBAL ENERGY SOLUTIONS. OPI. PRIVATE C. CORP. PASSIVE SHAREHOLDER, NO ROLE OR INCOME FROM THIS INVESTMENT, 01/2013 4)SCHAUMBURG HIGH SCHOOL BAND BOOSTERS. Not Investment Related. 1100 W. Schaumburg Road, Schaumburg, IL 60194. Education/Band Dept. Treasurer. Start 07/1/2014. 10 hours per month not during trading. Maintain accounts and track funds flowing into and out of accounts. 5) Fierce Fiduciary Podcast. Investment Related. 680 Lee Street, Des Plaines, IL 60016. Financial Education, Co-Host. Start 6/2020. 15hrs/mo, 4hrs/mo during trading hours. Provide education information to public to help people make better financial decisions. 6) Fierce Fiduciary Academy. Investment Related. 680 Lee Street, Des Plaines, IL 60016. Financial Education. Volunteer. Start 1/1/2023. 10 hours per month, 1 during trading. Collaborate to create education content for a private Facebook group. Participate in periodic zoom meetings to answer general questions. Will provide no advice and there will be no selling. Education. 7) Insurance Licensed; offers insurance as a broker for Life, Long-Term Care, and Disability Income coverage when financial planning diagnoses such solutions; non-securities related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
Reach out to this advisor