Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-09 |
Branch Locations
500 S. Third Street Suite 135, Geneva, IL 60134 • United States
19 West Chicago Ave, Naperville, IL 60540-5301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Geneva | IL | 07/2016 | 08/2017 |
| Thrivent Financial | Geneva | IL | 08/2016 | 11/2016 |
| Thrivent Financial | Geneva | IL | 11/2016 | 08/2017 |
| Jp Morgan Chase Bank | Wheaton | IL | 09/2017 | 11/2018 |
| Jp Morgan Securities Llc | Wheaton | IL | 09/2017 | 11/2018 |
| Fidelity Brokerage Services Llc | Orland Park | IL | 11/2018 | 10/2023 |
| Charles Schwab & Co., Inc. | Geneva | IL | 10/2023 | Present |
| Charles Schwab Bank | Geneva | IL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
Reach out to this advisor