Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-21 |
| IL | RA | APPROVED | 2016-03-03 |
Branch Locations
30 S Wacker Drive Suite 2700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Chicago | IL | 01/2015 | Present |
| Mml Investors Services, Llc | Chicago | IL | 01/2015 | Present |
(1)Name: Paul Tokarz Inv rel: Y Addr: At residential address Nature: Private equity referral for business succession Position: Referral Person Start: 09/20/2021 No hrs/mo: 1 No hrs/mo dur trading: 0 Duties: Refer some of my business owner clients who are looking for options to have their companies bought out by private equity. After the introduction, I completely step aside and my work stops there.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-05 |
Reach out to this advisor