Best Investors
Account
Sign in
Best Investors
Account
Sign in
820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-18 |
Branch Locations
210 N Tremont Street, Kewanee, IL 61443 • United States
820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvert Tax & Bookkeeping | Kewanee | IL | 01/1993 | Present |
Ms. Cook is the owner of Calvert Tax & Bookkeeping, located in Kewanee, Illinois. Calvert Tax & Bookkeeping is a public accounting firm that offers tax, bookkeeping and payroll services. It is not an investment related business. Ms. Cook acquired Calvert Tax & Bookkeeping in 1996 after starting work there in 1993. She devotes approximately 200 hours per month to Calvert Tax & Bookkeeping, including approximately 7 hours per day during securities trading hours. She is a CPA whose duties include accounting, tax preparation and administrative needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
Reach out to this advisor