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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-04 |
| IL | RA | APPROVED | 2025-01-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Banc Of America Investment Services, Inc. | Orland Park | IL | 10/2008 | 01/2025 |
| Banc Of America Insurance Services, Inc. | Orland Park | IL | 10/2008 | 01/2025 |
| Banc Of America Investment Services, Inc. | Orland Park | IL | 10/2008 | 01/2025 |
| Wayne Hummer Investments | Frankfort | IL | 07/2009 | 01/2025 |
| Lpl Financial Llc | Frankfort | IL | 01/2025 | Present |
1. 01/2025- Wintrust Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/17/2009- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-15 |
Reach out to this advisor