Best Investors
Account
Sign in
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-26 |
Branch Locations
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2015 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 05/2018 | 04/2021 |
| Bank Of America, N.A. | Rolling Meadows | IL | 07/2018 | 04/2021 |
| Charles Schwab & Co., Inc. | Chicago | IL | 04/2021 | 01/2026 |
| Hilltop Wealth & Tax Solutions | Chicago | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-05 |
Reach out to this advisor