Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-12 |
| IL | RA | APPROVED | 2023-04-11 |
Branch Locations
400 E. Diehl Road Suite 250, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allston Trading Llc | Chicago | IL | 03/2005 | 08/2020 |
| Geneva Trading | Chicago | IL | 08/2020 | 01/2023 |
| Doordash | San Francisco | CA | 08/2022 | 12/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2023 | Present |
| Veritrust Wealth Management | Naperville | IL | 02/2023 | Present |
1) Veritrust Wealth Management-400 E. Diehl Road, Suite 250, Naperville, IL 60563; Investment related; Financial services-securities sales & svcs; Financial Advisor; Start date 2/2023; 160+ hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
Reach out to this advisor