Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-10 |
| IL | RA | APPROVED | 2018-10-09 |
Branch Locations
30 S Wacker Drive Suite 2700, Chicago, IL 60606 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| American Trust Investment Services, Inc. | Chicago | IL | 05/2014 | 10/2018 |
| Massmutual Life Insurance Co. | Chicago | IL | 10/2018 | Present |
| Mml Investors Services, Llc | Chicago | IL | 10/2018 | Present |
NAME: LEGACY LEADERS INV REL: N ADD: 350 N ORLEANS ST CHICAGO IL 60654 NATURE: MENTOR ORGANIZATION FOR "AT RISK" YOUTH POSITION: BOARD MEMBER START DATE: 4/20/2024 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: DEVELOP STRATEGY FOR THE MENTORSHIP PROGRAM AND RECRUIT QUALIFIED MENTORS TO PAIR WITH YOUTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-20 |
Reach out to this advisor