Best Investors
Account
Sign in
Best Investors
Account
Sign in
1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-20 |
Branch Locations
1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Street Advisors, Inc | Nashville | TN | 01/2019 | Present |
| Roberts Tax And Retirement Planning Llc | Gilbert | AZ | 05/2018 | Present |
| Roberts Tax Advisory | Gilbert | AZ | 04/2010 | 05/2018 |
| Mohave Community College | Kingman | AZ | 01/2014 | Present |
| Montini And Farrah Tax Advisory Group | Phoenix | AZ | 10/2015 | 05/2018 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | Present |
-I am currently engaged with Roberts Tax and Retirement Planning. I provide retirement and tax planning. I conduct social security seminars monthly. I also generate tax returns over the course of tax season. The business started in 2010 and is still presently active. I changed the name from Roberts Tax Advisory to Roberts Tax and Retirement Planning. -Grand Canyon University, Adjunct Faculty, 20 hours per month during trading hours, Teacher for business course, Start date- 8/1/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
Reach out to this advisor