Best Investors
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Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
| IL | RA | APPROVED | 2013-10-02 |
Branch Locations
400 E. Diehl Road Suite 250, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Project Help | Naperville | IL | 09/2010 | 09/2021 |
| Veritrust Wealth Management | Naperville | IL | 10/2013 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 12/2014 | Present |
| Naperville Exchange Club | Wheaton | IL | 09/2008 | 09/2021 |
| Jennifer Odin Cavalier | Yorkville | IL | 01/2015 | Present |
| Jennifer Odin Cavalier | New Haven | CT | 01/2015 | Present |
1) VERITRUST WEALTH MANAGEMENT-400 E. Diehl Road, Suite 250, Naperville , IL 60563; INVESTMENT RELATED; FINANCIAL INVESTMENT & INSURANCE SALES & SVCS; REPRESENTATIVE; START DATE 10/2013; 160 HRS/MNTH & DURING TRADING. 2) JENNIFER ODIN CAVALIER:2647 Emerald Ln. Yorkville IL 60560;START DATE: 1/2/2015;TAX PREPARATION SERVICE; INCOME TAX PREPARATIONPROPRIETOR;INVESTMENT RELATED;NUM. OF HRS/MTH DEVOTED TO THIS BUS:40 :NUM OF HRS/MTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: JENNIFER ODIN CAVALIER; 50 Dwight Street, New Haven CT 06511; START DATE: 01/01/2015; Proprietor/Enrolled Agent; Income Tax Preparation; 40 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
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