Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-23 |
| IL | RA | APPROVED | 2023-08-21 |
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 |
|---|---|---|---|---|
| Optimas Solutions | Glenview | IL | 11/2015 | 10/2016 |
| Independent Contractor For Primerica | Elgin | IL | 03/2015 | 11/2016 |
| Independent Contractor For Raiser Llc | Chicago | IL | 03/2015 | 11/2016 |
| Bank Of America, N.A. | Rolling Meadows | IL | 12/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rollings Meadows | IL | 12/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Crystal Lake | IL | 07/2023 | Present |
| First American Bank | Bloomingdale | IL | 05/2020 | 03/2023 |
| Self Employment | Melrose Park | IL | 03/2023 | 06/2023 |
| Bank Of America, N.A. | Crystal Lake | IL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
Reach out to this advisor