Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
Naperville, IL • United States
535 S Washington St Suite 26, Naperville, IL 60540 • United States
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Naperville | IL | 01/2016 | 11/2024 |
| Prudential Insurance Company Of America | Naperville | IL | 03/2016 | Present |
| Lpl Enterprise, Llc | Naperville | IL | 11/2024 | Present |
1.12/02/2024; CRUMP INS; non variable ins; Yes inv related; 2hr/mo non trading; 2 hr/mo trading; 11/18/2024 2. 09/25/2024; AMERICAN REPUBLIC INS; non variable ins; Yes inv related; 8 hr/mo non trading; 8 hrs/mo trading; 09/01/2016 Executor~2664 Salix Cr., Naperville, IL 60564~Executor of parents estate~N~Executor~6/21010~1 hrs/mo~0 trading hrs/mo;Cyprus LLC, Colorado~2234 Trenton Street, Denver, CO 80231~real estate investment~N~partner~6/2010~1 hrs/mo~0 trading hrs/mo;American Republic Ins Services~2664 Salix cr., Naperville, IL 60564~Health Ins~N~Agent~03/12/2018~5 hrs/mo~3 trading hrs/mo;American Republic Ins Co SHEAR LUCK LLC POSITION: Partner NATURE: Accommodation, Hospitality and Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 2664 Salix Circle, Naperville IL 60564, United States DESCRIPTION: book keeper, property manager THE JOHN H REYNOLDS AND NICOLE D HURST IRREVOCABLE TRUST POSITION: Trustee and contingent beneficiary for an irrevocable life insurance trust for my Brother and sister-in-law's trust NATURE: Fiduciary Appointment (e.g., Trustee, Executor, POA) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2021 ADDRESS: 13656 Mira Montana Cr, Del Mar CA 92014, United States DESCRIPTION: I will be keeping records (bank deposits, premium payments, Crummey notices), as well as managing the bank account to which the owner's of the trust send premium payments and from which those payments go to prudential.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-15 |
Reach out to this advisor