Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| IL | RA | APPROVED | 2009-07-17 |
Branch Locations
1713 Fort Jesse Road Suite A, Normal, IL 61761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
| Crabtree Financial Group, Llc | Normal | IL | 07/2009 | Present |
1. Fixed insurance sales; as of 2009, 5% time spent during business hours; conducted at branch; investment related. 2. Crabtree Financial Group, LLC, sole owner of private entity created as an operating company for securities and investment advisory business; as of 07/2009, 100% time spent during business hours; conducted at branch; investment related. 3. Fort Jesse Plaza, LLC, member and co-owner of real estate holding company that owns properties located in Normal, IL and Bloomington, IL; as of 2012, 0% time spent during business hours; conducted at branch; not investment related. 4. Elevation zero partnership, partner and part owner of a private entity created to own a private placement, as of 2009, 0% time spent during business hours; not conducted at branch, not investment related. 5. Owner, AAA Properties, LLC, an entity created for the purpose of buying & managing real estate in Bloomington, IL and Normal IL; as of 8/15/2017; 0% time spent during business hours; Not conducted at branch; Investment related. 6. Co-owner, GE Road, LLC, an entity created for the purpose of f renting commercial property located in Bloomington IL, as of02/15/2018; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 7. Control role of Little Blue, LLC, an entity created for the purpose of managing and owning real estate at Hazelhurst, WI, as of 03/2019; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
Reach out to this advisor