Best Investors
Account
Sign in
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
47 Maple Street, Suite 104, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynasty Wealth Management, Llc | New York | NY | 05/2015 | 12/2018 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2015 | 03/2026 |
| Magnus Financial Group | New York | NY | 12/2018 | 12/2020 |
| Journey Strategic Wealth Llc | Summit | NJ | 12/2020 | 03/2026 |
| Hightower | Chicago | IL | 04/2026 | Present |
INDEPENDENT INSURANCE BROKER, LESS THAN 10% OF BUSINESS HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-09 |
Reach out to this advisor