Best Investors
Account
Sign in
Best Investors
Account
Sign in
1415 West. 22Nd Street Suite 550, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-04 |
| IL | RA | APPROVED | 2021-09-16 |
Branch Locations
1415 West. 22Nd Street Suite 550, Oak Brook, IL 60523 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Oakbrook | IL | 04/2010 | 03/2018 |
| Spotlight Asset Group | Oakbrook Terrace | IL | 03/2018 | 09/2021 |
| Fidelity Brokerage Services | Oak Brook | IL | 04/2010 | 03/2018 |
| Watershed Private Wealth Llc | Chicago | IL | 09/2021 | Present |
TREASURER: FISHER FALCON EDUCATION FOUNDATION: NO COMPENSATION RECEIVED, VOLUNTEER POSITION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-29 |
Reach out to this advisor