Best Investors
Account
Sign in
Best Investors
Account
Sign in
2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-25 |
| NC | RA | APPROVED | 2022-04-22 |
Branch Locations
4250 Congress St., Ste. 200, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Securities, Inc. | Charlotte | NC | 05/2008 | 03/2022 |
| Corporate Benefit Advisors | Charlotte | NC | 07/2007 | Present |
| Triad | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Charlotte | NC | 04/2022 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Area VP, Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Area VP, Retirement Plan Consultant Start Date: 06/25/2012 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-27 |
Reach out to this advisor