Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-11 |
Branch Locations
Park Ridge Devon 1 W Devon Ave, Park Ridge, IL 60068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Oakbrook Terr | IL | 06/2003 | 08/2018 |
| Farmers Financial Solutions | Oakbrook Terr | IL | 07/2003 | 08/2018 |
| United Planners' Financial Servieces Of America | Itasca | IL | 09/2018 | 10/2018 |
| Unemployed | Park Ridge | IL | 10/2018 | 02/2019 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2019 | 05/2022 |
| Unemployed | Park Ridge | IL | 05/2022 | 09/2022 |
| Sikich Capital Management Llc | Naperville | IL | 09/2022 | 02/2026 |
| Triad Advisors, Llc | Norcross | IL | 09/2022 | 08/2024 |
| Osaic Wealth, Inc. | Naperville | IL | 08/2024 | 02/2026 |
| The Huntington Investment Company | Park Ridgle | IL | 02/2026 | Present |
| Ameriprise Financial Services, Llc | Park Ridge | IL | 06/2026 | Present |
POSITION: Landlord - Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0-5 START DATE: 02/01/2018 ADDRESS: 2150 W Crescent Ave Park Ridge IL 60068 DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-03 |
Reach out to this advisor