Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-15 |
| PA | RA | APPROVED | 2024-09-16 |
Branch Locations
411 S Main Street, Red Lion, PA 17356 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1099 West Governor Road, Hummelstown, PA 17036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Towson | MD | 03/2016 | 08/2019 |
| Santander Bank | Shrewsburn | PA | 08/2019 | 02/2022 |
| Ae Wealth Management Llc | Topeka | KS | 05/2022 | Present |
| Ilgenfritz Financial Group | York | PA | 03/2022 | Present |
1.)New Legacy Financial, LLC; Yes Investment Related; 1099 West Governor Road, Hummelstown PA 17036; Insurance Sales; Financial Advisor; Start date 09/2024; Approx. 160 hours a month; Approx. 160 during trading; Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
Reach out to this advisor