Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-24 |
| TX | RA | APPROVED_RES | 2023-07-27 |
| IL | RA | APPROVED | 2016-07-28 |
Branch Locations
745 Mcclintock Dr Suite 120, Burr Ridge, IL 60527 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Pompano Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Burr Ridge | IL | 07/2016 | Present |
| Kestra Investment Services, Llc | Burr Ridge | IL | 07/2016 | Present |
Business Name: BlueLake Wealth Advisors, LLC. Investment Related: Yes Address: 745 McClintock Dr. Suite 120 Burr Ridge IL 60527 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/28/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Give financial advice to clients with their investments.Business Name: Kestra Advisory Services, LLC. Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 7/28/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide Investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-06 |
Reach out to this advisor