Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Chicago | IL | 07/2019 | 12/2019 |
| Wolters Kluwer | Riverwoods | IL | 07/2009 | 07/2019 |
| Bank Of America Na | Chicago | IL | 10/2019 | 12/2019 |
| Edward Jones | St Louis | MO | 02/2020 | 06/2021 |
| Fidelity Investments | Morton Grove | IL | 08/2021 | 02/2024 |
| Charles Schwab & Co., Inc | Northbrook | IL | 02/2024 | Present |
| Charles Schwab Bank Ssb | Northbrook | IL | 02/2024 | Present |
1) St. David's Episcopal Church | Investment Related:No|2410 Glenview Road|Glenview|IL|60025|USA|Other|Vestry Member|3/11/2025|Less than 20|0|A member of 9 other individuals who help oversee and maintain the administrative and physical obligations of the church which is separate from any financial oversight responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-11 |
Reach out to this advisor