Best Investors
Account
Sign in
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-12-08 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
1807 W. Diehl Road Suite 105M, Naperville, IL 60563 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Northfield | IL | 09/2009 | Present |
| Highpoint Advisor Group, Llc | Northfield | IL | 06/2021 | Present |
| J Kahn & Associates Llc | Northfield | IL | 09/2004 | 10/2020 |
1. 03/19/2010 - J KAHN & ASSOCIATES LLC., FOR MY CLIENTS WHEN APPROPRIATE I WRITE LIFE AND LONG TERM CARE INSURANCE AND THE OCCAISSIONAL FIXED ANNUITY, NON-VARIABLE INSURANCE DBA, 10%. 2. 12/10/2020 - TWG Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/05/2020 - 160 Hours Per Month/6 Hour During Securities Trading. 3. 2/15/2023 - HighPoint Advisor Group LLC - DBA: High Point TWG Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 12/08/2021 - 8 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-18 |
Reach out to this advisor