Best Investors
Account
Sign in
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-21 |
Branch Locations
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldfish Swim School | Naperville | IL | 09/2018 | 06/2019 |
| Compass Church | Naperville | IL | 09/2019 | 08/2021 |
| Biola University | La Mirada | CA | 09/2021 | 05/2024 |
| Legacy Wealth Advisors - Raymond James | Warennville | IL | 09/2019 | 08/2021 |
| Allgood Financial - Lpl Financial | Naperville | IL | 05/2022 | 08/2022 |
| Wheaton Academy | West Chicago | IL | 09/2016 | 06/2020 |
| Covenant Classical School | Naperville | IL | 08/2014 | 09/2016 |
| Timothy Financial Counsel | Wheaton | IL | 05/2023 | 07/2023 |
| Timothy Financial Counsel | Wheaton | IL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
Reach out to this advisor