Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-09 |
Branch Locations
1555 Naperville/Wheaton Road Suite 213, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Naperville | IL | 01/2013 | Present |
1. 50% OWNER-'ADVISOR SERVICES GROUP, LLC.' CONSULTING/COMPLIANCE SERVICES SINCE 02/2010. NON-INVESTMENT RELATED. APPROX 20% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. 2. JOE LUKOWSKI POSITION: agent NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/25/1999 ADDRESS: 1555 Naperville/Wheaton Road, Suite 213, Naperville IL 60563 DESCRIPTION: Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
Reach out to this advisor