Best Investors
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350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-22 |
Branch Locations
350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA
1 North Lasalle Street Suite 1400, Chicago, IL 60602 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-08 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
1 N. Lasalle Suite 1400, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs, & Co. | Chicago | IL | 11/2015 | 09/2023 |
| Jpmorgan Chase Bank, Na | Chicago | IL | 10/2023 | Present |
| Jpmorgan Securities Llc | Chicago | IL | 10/2023 | Present |
| Valley National Bank | Chicago | IL | 07/2025 | Present |
| Valley Financial Management, Inc | Chicago | IL | 07/2025 | Present |
| Valley Wealth Managers, Inc | Chicago | IL | 07/2025 | Present |
OBA#1 Personal Rental Property located at 1735 W Diversey, Chicago, Illinois. Activity began on 8/1/2028, I own and manage the property under my personal name and devote about 1 hour a month during non-working hours. Rental income is received on a monthly basis. OBA#2 Member of the Professional Advisory Committee, DuPage Foundation. Located at 3000 Woodcreek Dr., Ste. 310, Downers Grove, IL. Volunteer activity for DuPage, non-investment related, no compensation is received, I devote 1.5 hours every 3 months. I became associated with DuPage on March 01, 2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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