Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-02 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
167 East Central Avenue, Pearl River, NY 10965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New City | NY | 04/2016 | 11/2016 |
| Plexus Worldwide | Stony Point | NY | 06/2014 | 08/2021 |
| Wells Fargo Clearing Services, Llc | New City | NY | 11/2016 | 08/2021 |
| Equitable Advisors, Llc | New York | NY | 08/2021 | 01/2024 |
| Cmg Financial Planning Ltd | New York | NY | 08/2021 | 01/2024 |
| Hightower Advisors | Chicago | IL | 01/2024 | Present |
Academy of Finance High School Program; Investment Related - No; Thiells, NY; High School College Prep Program; Board Member; 1 hour per month with possible 1 hours per month during securities trading hours; Function as a board member for the program. The National Association for Divorced Professional; Investment Related - No; Via Zoom; Community for professionals to meet over value brought to divorcing clients; Member; 2 hours per month with all hours during securities trading hours; Meet with other professionals to understand value brought to a divorcing client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
Reach out to this advisor