Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-11 |
Branch Locations
200 Clayton Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mchenry Illinois School District | Mchenry | IL | 06/2011 | 06/2017 |
| University Of Illinois At Urbana-Champaign | Urbana | IL | 08/2017 | 05/2018 |
| Northern Illinois University | Dekalb | IL | 08/2018 | 05/2021 |
| Subway | Mchenry | IL | 08/2015 | 04/2017 |
| Gary Lang Auto Group | Mchenry | IL | 05/2017 | 08/2019 |
| Northern Illinois University Student Government Association | Dekalb | IL | 06/2020 | 05/2021 |
| Balasa Dinverno Foltz Llc | Itasca | IL | 05/2021 | 03/2023 |
| Corient | Denver | CO | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults. Position: Mentor Start date: 2023 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Meet 1:1 with participants to help with budgeting and cash flow issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
Reach out to this advisor