Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-27 |
| IL | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Downers Grove | IL | 06/2012 | 08/2022 |
| Nylife Securities Llc | Downers Grove | IL | 07/2013 | 08/2022 |
| Christopher Financial Group, Llc | Bloomington | IL | 12/2016 | 08/2022 |
| Eagle Strategies Llc | Wilmington | IL | 05/2021 | 08/2022 |
| Raymond James Financial Services, Inc. | Joliet | IL | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Joliet | IL | 08/2022 | Present |
(1)Name of Business: Elevate Private Wealth Management Address: 990 Essington Road, Joliet, IL, 60435, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-14 |
Reach out to this advisor