Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 02/2009 | Present |
| Can I Keep The House, Inc. | Skokie | IL | 02/2009 | Present |
| Independent Insurance Agent | Skokie | IL | 02/2009 | Present |
CAN I KEEP THE HOUSE, INC.,INVESTMENT & NON-INVESTMENT-RELATED. FINANCIAL PLANNING & DIVORCE PLANNING/MEDIATION FIRM, 9101 KILBOURN AVENUE SKOKIE, IL 60076, . FROM 02/2009 TO PRESENT. WORK APPROXIMATELY 80 HRS/MO. AND 40 HRS/MO. DURING TRADING HOURS, FINANCIAL PLANNING, DIVORCE FINANCIAL ANALYSIS, DIVORCE MEDIATION, TAX PREPARATION, PUBLIC SPEAKING, LIFE & HEALTH INSURANCE SALES. I RECEIVE INCOME FROM THIS OBA AT THE RATE OF UP TO $250/BILLABLE HOUR AND COMMISSIONS FROM SELLING INSURANCE. INDEPENDENT INSURANCE AGENT EXPLANATION HAS BEEN MADE AS ABOVE AS I DO THIS BUSINESS THROUGH CAN I KEEP THE HOUSE./CENTURY 21 MB REAL ESTATE. NON-INVESTMENT-RELATED. REAL ESTATE FIRM. NORTHBROOK, ILLINOIS 60062. FROM 02/2009 TO PRESENT. WORK APPROXIMATELY 2 HRS/MO. AND 0 HRS/MO. DURING TRADING HOURS. VIEWING REAL ESTATE LISTINGS, POSSIBLY LISTING OR SELLING PROPERTY. I RECEIVE COMMISSIONS FROM REAL ESTATE SALES BUT HAVE NOT RECEIVED INCOME FROM THIS OBA IN PERHAPS 8 YEARS./The College For Financial Planning, not investment related, conducted from 9101 KILBOURN AVENUE, SKOKIE, IL 60076, faculty member, began January 2020, teach and publish research along with other duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-03 |
Reach out to this advisor