Best Investors
Account
Sign in
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-06-08 |
| IL | RA | APPROVED | 2020-12-18 |
Branch Locations
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
N19W24400 Riverwood Drive, Suite 250, Pewaukee, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 07/2016 | 01/2018 |
| Unemployed | Chicago | IL | 02/2018 | 09/2018 |
| Allstate | Lake Zurich | IL | 10/2018 | 05/2020 |
| Velasco Insurance Agency, Llc | Lake Zurich | IL | 08/2018 | 05/2020 |
| Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel Llc | Delavan | WI | 12/2012 | 02/2019 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 11/2020 | 08/2022 |
| Emvee Coaching, Llc | Elmhurst | IL | 03/2018 | 05/2020 |
| Unemployed | Elmhurst | IL | 06/2020 | 10/2020 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 09/2022 | Present |
VIA, LLC - real estate rental LLC. Non-investment related. Owner. Start date 10/1/2018 1 hour per month after trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-15 |
Reach out to this advisor