Best Investors
Account
Sign in
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-01 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2025 | 06/2026 |
| Countrywide Transportation Inc. (Midfitz Inc.) | Hinsdale | IL | 05/2022 | 08/2022 |
| Countrywide Transportation Inc. (Midfitz Inc.) | Hinsdale | IL | 05/2023 | 08/2023 |
| Countrywide Transportation Inc. (Midfitz Inc.) | Hinsdale | IL | 06/2024 | 08/2024 |
| Aa Rental Center | Melrose Park | IL | 05/2021 | 07/2021 |
| Fenwick High School | Oak Park | IL | 08/2017 | 05/2018 |
| Unemployed | Riverside | IL | 05/2018 | 08/2018 |
| Fenwick High School | Oak Park | IL | 08/2018 | 05/2019 |
| Unemployed | Riverside | IL | 05/2019 | 08/2019 |
| Fenwick High School | Riverside | IL | 08/2019 | 05/2020 |
| Unemployed | Riverside | IL | 05/2020 | 08/2020 |
| Fenwick High School | Oak Park | IL | 08/2020 | 05/2021 |
| Unemployed | Riverside | IL | 05/2016 | 08/2017 |
| University Of Illinois Urbana Champaign | Champaign | IL | 07/2021 | 05/2022 |
| University Of Illinois Urbana Champaign | Champaign | IL | 08/2022 | 05/2023 |
| University Of Illinois Urbana Champaign | Champaign | IL | 08/2023 | 05/2024 |
| University Of Illinois Urbana Champaign | Champaign | IL | 08/2024 | 05/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-30 |
Reach out to this advisor