Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-24 |
Branch Locations
10 South Wacker Drive Suite 3100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jarrod Markley | Charlottesville | VA | 08/2019 | 11/2019 |
| Student | Blacksburg | VA | 08/2015 | 05/2019 |
| Unemployed | Bristow | VA | 06/2019 | 07/2019 |
| Rainer Schlichtherle | Richmond | VA | 08/2019 | 11/2019 |
| Virginia Tech Dining | Blacksburg | VA | 02/2016 | 04/2019 |
| Omega Wealth Management | Arlington | VA | 06/2018 | 08/2018 |
| Korean Innovation Center | Vienna | VA | 06/2017 | 08/2017 |
| Jarrod Markley | Charlottesvle | VA | 11/2019 | 03/2023 |
| Rainer Schlichtherle | Richmond | VA | 11/2019 | 03/2023 |
| Northwestern Mutual Investment Services Llc | Richmond | VA | 11/2019 | 03/2023 |
| Corient | Chicago | IL | 03/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 03/2023 | 07/2023 |
Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults Position: Mentor Start date: 2023 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Talk 1:1 with participants to help with budgeting and cash flow issues. Name of Business: Savvy Ladies Investment-related: Yes Address: 39 Broadway Suite 1730, New York, NY 10006 Nature of Business: Championing Women's Empowerment through Financial Knowledge Position: Volunteer Start date: 2022 Hours/Month: .5 Hours/Month During Security Trading Hours: 0 Duties: Talk 1:1 with women to help with budgeting and cash flow issues.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-02 |
Reach out to this advisor