Best Investors
Account
Sign in
9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-11 |
| AZ | RA | APPROVED | 2019-02-26 |
| IL | RA | APPROVED | 2007-03-23 |
| TX | RA | APPROVED | 2007-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | Orland Park | IL | 10/2005 | Present |
| Rb Tax/Tfsi | Oak Forest | IL | 01/2006 | Present |
| Lpl Financial Llc | Orland Park | IL | 09/2009 | 12/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2006 | Present |
| Forum Financial Management, Lp | Orland Park | IL | 03/2021 | Present |
1. 10/12/2009 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES AND PRIMARILY TERM INSURANCE. - 3% OF TIME SPENT - ORLAND PARK, IL 2. 02/22/2010 - ROBERT BYRNS, EA - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION - 20% OF TIME SPENT 3. 2/9/2017 - Strategic Investment Solutions - DBA: (hybrid) Strategic Investment Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 07/01/2009 - 125 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Investment Solutions, an independent investment advisor firm. I started this business activity in 1/2006 . I expect to spend approximately 125 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-19 |
Reach out to this advisor