Best Investors
Account
Sign in
181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-06-09 |
| IN | RA | APPROVED | 2023-02-15 |
| CA | RA | APPROVED | 2023-02-14 |
| IL | RA | APPROVED | 2017-11-17 |
Branch Locations
181 West Madison Street 35Th Floor, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Advisors, Llc | Chicago | IL | 08/2014 | 10/2017 |
| Atlantic Trust Investment Advisors | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
| Cibc World Markets Corp. | Chicago | IL | 10/2017 | Present |
My friends/wealth management clients, John and Vicki Bitner asked me to serve as executor under their wills. May 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
Reach out to this advisor