Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-19 |
Branch Locations
Cwm Retail, Sales 333 East Northwest Highway, Palatine, IL 60067 • United States
Cwm Retail, Sales 25 East Campbell Street, Arlington Heights., IL 60005 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 07/2016 | 01/2017 |
| U.S. Bancorp Investments, Inc. | Algonquin | IL | 09/2017 | 08/2019 |
| Us Bank | Algonquin | IL | 09/2017 | 08/2019 |
| Bmo Harris | Arlington Heights | IL | 12/2016 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Schaumburg | IL | 09/2019 | 08/2025 |
| Wells Fargo Bank, Na | Schaumburg | IL | 08/2019 | 08/2025 |
| Citigroup | Arlington Heights | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-01 |
Reach out to this advisor