Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-09-16 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheaton College | Wheaton | IL | 08/2016 | 05/2018 |
| First Trust Portfolios L.P. | Wheaton | IL | 08/2018 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 08/2018 | Present |
OTHER BUSINESS NAME: WHEATON COLLEGE. LOCATION: WHEATON, IL. NATURE OF BUSINESS: COLLEGE. POSITION OR TITLE: PROFESSOR. RESPONSIBILITIES: TEACHING A COURSE ON THE BASICS OF FINANCE. START DATE: SEP 08, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 18. OTHER BUSINESS NAME: WHEATON ACADEMY. LOCATION: WEST CHICAGO, IL. NATURE OF BUSINESS: SOCCER TEAM. POSITION OR TITLE: ASSISTANT COACH. RESPONSIBILITIES: ASSISTANT COACH FOR SOCCER. START DATE: AUG 10, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
Reach out to this advisor