Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-10-04 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
221 3Rd Ave Se Suite 215, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Trend Financial Planning Services Ltd. | Cedar Rapids | IA | 04/2008 | 09/2022 |
| Ausdal Financial Partners, Inc | Davenport | IA | 09/2018 | 09/2022 |
| Savant Wealth Management | Rockford | IL | 10/2022 | Present |
SALEM UNITED METHODIST CHURCH; NON INVESTMENT RELATED; CEDAR RAPIDS, IA; RELIGIOUS; LEADERSHIP BOARD CHAIR; ACTIVITY BEGAN JAN 2022; I DEVOTE APPX 4 - 6 HOURS TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; LEADING BOARD MEETINGS, ASSIST ON BUDGET AND PLANNING, FELLOWSHIP PLANNING AND BUILDING MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-20 |
Reach out to this advisor