Best Investors
Account
Sign in
Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-06 |
| MI | RA | APPROVED | 2026-02-06 |
| NJ | RA | APPROVED | 2026-02-06 |
| MA | RA | APPROVED | 2022-06-06 |
| CT | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2022-04-29 |
| PA | RA | APPROVED | 2022-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fefa Asset Management, Llc | St Louis | MO | 07/2018 | 01/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | 01/2021 |
| Citizens Bank, Na | Southfield | MI | 09/2015 | 06/2018 |
| Retirement Systems Llc | Chicago | IL | 01/2021 | Present |
| Ev Federal | St Louis | MO | 07/2018 | 01/2021 |
| Retirement Systems Llc | Chicago | IL | 09/2020 | Present |
RETIREMENT SYSTEMS LLC DBA ADVANCED ADVISOR; 01/2021; INSURANCE AGENT; CHICAGO, IL; INVESTMENT RELATED; INSURANCE PRODUCTSALES; 40% OF TIME DEVOTED TO ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-13 |
Reach out to this advisor