Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-06 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Irvine | CA | 02/2005 | Present |
| Everest Group ,Llc | Chicago | IL | 07/2007 | Present |
| Transamerica Financial Advisors, Inc | Irvine | CA | 01/2012 | Present |
| Rental Property | Vernon Hills | IL | 02/2008 | Present |
| Acussage Holding Llc | Grandville | MI | 08/2013 | 02/2018 |
| Kgw Management Llc | Buffalo Grove | IL | 01/2016 | 11/2024 |
| Everest Management Llc | Chicago | IL | 05/2016 | 11/2024 |
| Bglsk Management | Chicago | IL | 03/2016 | 11/2024 |
| Everest Group Partners Llc | Buffalo Grove | IL | 07/2007 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WFG - CHICAGO IL, START DATE 02-2005, NOT INVESTMENT RELATED, ASSOCIATE RENTAL PROPERTYVERNON HILLSIllinoisUnited StatesYesOWNER, 02/2008PRESENT EVEREST GROUP ,LLCCHICAGOIllinoisUnited StatesYesPARTNEMANAGING OFFICE , 07/2007PRESENT RENTAL PROPERTY; NOT INVESTMENT-RELATED; 376 W SHADOW CREEK DR, VERNON HILLS IL 60061; PASSIVE RENTAL INCOME; 2/1/2008; OWNER; 0 HOURS/MONTH EVEREST GROUP PARTNERS LLC POSITION: MANAGER NATURE: Administrative expense management entity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: 321 W DUNDEE RD, BUFFALO GROVE IL 60089, United States DESCRIPTION: Administrative oversight related to lease obligations and payment of general overhead expenses. No involvement in securities transactions, client servicing, investment advisory activity, or solicitation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-29 |
Reach out to this advisor