Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-18 |
| CO | RA | APPROVED | 2019-09-19 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Greenwood Village, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 09/2019 | Present |
| Expedia Group | Denver | CO | 03/2018 | 01/2020 |
| Zenpayroll (Dba Gusto) | Denver | CO | 11/2016 | 03/2018 |
| Extended Personal Travel | Denver | CO | 08/2016 | 11/2016 |
| Forum Financial Management, Lp | Lombard | IL | 04/2026 | Present |
Glenmoor Country Club; Not investment related; 110 Glenmoor Dr, Englewood, CO 80113; Country Club; Board Member; 06/2025; 5 hours per month; less than 5 hours during securities trading hours; Attend board meetings and provide feedback on the general operations of the club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
Reach out to this advisor