Best Investors
Account
Sign in
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-01 |
| NC | RA | APPROVED | 2023-03-01 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Chicago | IL | 05/2016 | 02/2018 |
| Nylife Securities Llc | Chicago | IL | 05/2016 | 02/2018 |
| Eagle Strategies Llc | Chicago | IL | 05/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2010 | 03/2020 |
| Bank Of America, N.A. | Rolling Meadows | IL | 02/2010 | 03/2020 |
| Alight Solutions | Lincolnshire | IL | 02/2023 | Present |
| Coram Health Care/Cvs Health | Mt Prospect | IL | 05/2020 | 07/2022 |
| Cvs Health | Northbrook | IL | 07/2022 | 12/2022 |
I am the owner of a Sole Proprietorship called Chancellor Livingston Trust. It exists for the purpose of trading MY investment accounts (IRAs and regular accounts held in my name and jointly with my wife. I do not receive a salary, or direct investments for others. I do not solicit outside business and I pursue this activity entirely on my own time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-20 |
| S66 | Uniform Combined State Law Examination | 2001-02-13 |
Reach out to this advisor