Best Investors
Account
Sign in
Best Investors
Account
Sign in
2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Houston | TX | 10/2015 | 03/2022 |
| Triad Advisors Llc | Norcross | GA | 03/2022 | 08/2024 |
| Kestra Advisory Services | Austin | TX | 09/2019 | 03/2022 |
| Kestra Investment Services | Austin | TX | 09/2016 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 04/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-17 |
Reach out to this advisor