Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-09 |
Branch Locations
2211 York Road Suite 310, Oak Brook, IL 60523 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Private Vista, Llc | Oakbrook | IL | 08/2016 | 09/2020 |
| Retirement Programs Co., Llc | Hinsdale | IL | 11/1985 | 10/2020 |
| Rpc Private Wealth, Llc | Hinsdale | IL | 01/2019 | Present |
| Hightower Advisors Llc | Chicago | IL | 09/2020 | Present |
1-RETIREMENT PROGRAMS CO., LLC; I WILL REMAIN EMPLOYED AND AN OWNER. JOB TITLE IS PENSION CONSULTANT AND FINANCIAL ADVISOR; 120 E. OGDEN AVE. #102 HINSDALE IL 60521; NATURE OF BUSINESS IS PENSION PLAN CONSULTING AT 30HRS/MO, 20HRS/MO DURING TRADING HRS; 25% OWNERSHIP; INVESTMENT PRODUCT SALES, PENSION PLAN ADMIN, LIFE AND FIXED INTEREST CONTRACT SALES; 11/1985; I AM A PENSION CONSULTANT AND FINANCIAL ADVISOR. 2-PRIVATE VISTA LLC; YES; OAKBROOK, IL; FEE BASED INVESTMENT ADVISORY AND FEE ONLY FINANCIAL PLANNING SERVICES 4-MCW MANAGEMENT, LLC; MANAGERIAL AND ACCOUNTING RELATED SERVICES; UNPAID; 50% OWNERSHIP 5-Allianz Insurance, investment related. 2211 York Road, Suite 310, Oakbrook, IL 60523 Insurance agency, life insurance agent.Start 12/18/2020. 2 hours per month, 1 hour per month during trading hours. Fixed insurance product sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
Reach out to this advisor