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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-01 |
| MI | RA | APPROVED | 2017-11-28 |
| PA | RA | APPROVED | 2016-12-06 |
| CO | RA | APPROVED | 2015-03-30 |
| CT | RA | APPROVED | 2015-02-27 |
| AK | RA | APPROVED | 2012-01-30 |
| AR | RA | APPROVED | 2012-01-30 |
| CA | RA | APPROVED | 2012-01-30 |
| IN | RA | APPROVED | 2012-01-30 |
| LA | RA | APPROVED | 2012-01-30 |
| NC | RA | APPROVED | 2012-01-30 |
| AL | RA | APPROVED | 2012-01-27 |
| WI | RA | APPROVED | 2012-01-27 |
| VT | RA | APPROVED | 2009-03-18 |
| FL | RA | APPROVED | 2009-02-20 |
| KY | RA | APPROVED | 2009-02-17 |
| MO | RA | APPROVED | 2009-02-17 |
| OH | RA | APPROVED | 2009-02-13 |
| IL | RA | APPROVED | 2007-02-08 |
Branch Locations
707 Lake Cook Rd. Suite 108, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Northbrook | IL | 01/2007 | Present |
1)GOTTLIEB ADVISORY GROUP, LLC, YES, 707 LAKE COOK ROAD, SUITE 108, DEERFIELD, IL 60015, PARTNER, 01/10/2007, 12, 12, ASSISTING CLIENTS WITH THEIR LIFE INSURANCE NEEDS; SALES AND SERVICE OF LIFE, LTC, AND ANNUITIES. 2)LOUIS B. GOTTLIEB POSITION: Indenepdent Financial Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 707 Lake Cook Road, Suite 108, Deerfield IL 60015, United States DESCRIPTION: Louis Gottlieb is a Notary Public. 3. The Delaware Valley Fairness Project POSITION: Secretary NATURE: The Delaware Valley Fairness Project is organized exclusively for charitable, religious, educational and scientific purposes, includng for such purposes: to offer programs, provide goods and services, and to make small grants to qualified individuals and organizations (i) to advance equality and justice, (ii) to support basic education and creative learning in public and private schools serving disadvantaged populations, (iii) to improve the quality of life of homeless persons, at-risk populations and those subject to discrimination, and (iv) to foster innovation, collaboration, respect and dignity in meeting the needs of the disadvantaged; the solicitation of funds, and the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the Internal Revenue Code or the corresponding section of any future federal tax code. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 1515 MARKET STREET, PHILADELPHIA PA 19102 DESCRIPTION: Duties of Secretary will be to sign and co-sign documents with the President and Executive Director; to provide general and overall guidance in how decisions are made and how charitable funds are allocated. Secretary has no access to funds and no responsibility for signing checks and no access to the management of any Delaware Valley Authority assets. 4. LOUIS B. GOTTLIEB, GOTTLIEB ADVISORY GROUP, LLC. POSITION: Partner NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/10/2007 ADDRESS: 707 Lake Cook Road, Suite 108, Deerfield IL 60015, United States DESCRIPTION: Assisting clients with their life insurance needs; sales and service of life, LTC and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-03 |
Reach out to this advisor