Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| IL | RA | APPROVED | 2003-07-07 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2003 | Present |
DBA WELLS, ROSELIEB AND RAIA WEALTH MANAGEMENT, LLC, MEMBER, OPERATIONAL EXPENSES, STAFF PAYROLL, START 01.2019, 4 HRS PER MO. LAGRANGE MEMORIAL COMMUNITY FOUNDATION, BOARD MEMBER, PARTICIPATE ON BOARD, START 01.2021, 2 HRS PER MO. GRANTOR, BENEFICIARY AND TRUSTEE OF ADVISORS OWN TRUST, 05.2023. POA FOR FATHER, PROPERTY AND HEALTH, 08.2024. ST FRANCIS XAVIER SCHOOL LA GRANGE, SCHOOL ADVISORY BOARD MEMBER, ADVISE THE SCHOOL AND PARISH ADMINISTRATION ON MATTERS RELATED TO THE SCHOOL, START 07.2025, 10 HRS PER MONTH, ZERO COMP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-03 |
Reach out to this advisor