Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-02-23 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 01/2012 | Present |
OTHER BUSINESS NAME: CHRIST CHURCH UNITED METHODIST. LOCATION: LOUISVILLE, KY. NATURE OF BUSINESS: CHURCH. POSITION OR TITLE: BOOKKEEPER. RESPONSIBILITIES: SIGN CHECKS FOR SUDAY SCHOOL CHARITABLE ACTIVITIES. INVESTMENT-RELATED: NO. HOURS PER MONTH: 2. OTHER BUSINESS NAME: CHRIST CHURCH UNITED METHODIST. LOCATION: LOUISVILLE, KY. NATURE OF BUSINESS: CHURCH. POSITION OR TITLE: FINANCE COMITTEE MEMBER. RESPONSIBILITIES: SERVE ON COMMITTEE TO ADVISE ON CHURCH FINANCES. START DATE: AUG 10, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-22 |
Reach out to this advisor