Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-06-19 |
Branch Locations
1130 W Lake Cook Rd, #230, Buffalo Grove, IL 60089 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conway Tax Advisors | Buffalo Grove | IL | 12/2005 | Present |
| Brookstone Capital Management | Wheaton | IL | 06/2017 | Present |
1- CONWAY TAX ADVISORS GROUP LTD BUFFALO GROVE, ILLINOIS START DATE-12/2005 OWNER/PRESIDENT INSURANCE AND ANNUITY SALES COMMISSION-BASED COMPENSATION 40 HRS PER WEEK 2 - WEALTH FINANCIAL SERVICES & TAX ADVISORY, LLC; CO-OWNER; TAX PREPARATION FOR VARIOUS INDIVIDUALS AND ENTITIES; HOURS VARY FROM EXTENSIVE DURING TAX SEASON TO VERY LITTLE OTHER TIMES OF YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
Reach out to this advisor