Best Investors
Account
Sign in
Best Investors
Account
Sign in
1S430 Wenmoth Road Suite A, Batavia, IL 60510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-22 |
| IL | RA | APPROVED | 2023-08-21 |
Branch Locations
1S430 Wenmoth Road, Suite A, Batavia, IL 60510 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones & Co. | St. Louis | MO | 07/2015 | 01/2019 |
| Cetera Advisors Llc | Denver | CO | 02/2019 | 04/2019 |
| Red Oak Management, Inc. | Chicago | IL | 05/2019 | 04/2022 |
| Organize Protect & Grow Your Wealth Llc | Batavia | IL | 05/2019 | 06/2022 |
| Organize Protect & Grow Your Wealth Llc | Batavia | IL | 05/2022 | 06/2022 |
| Serenity Investment Advisors | Chicago | IL | 06/2022 | Present |
Intuit TurboTax Live Tax Expert since 12/2020; Individuals using TurboTax software can access a Live tax expert for tax questions, tax returns review or tax returns preparation; 20-40 hours per week during seasonal period of December-May only outside of securities trading hours; Not investment related. Board member of 3 Non-Profit Charitable organizations with non-financial role and no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
Reach out to this advisor