Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| IL | RA | APPROVED | 2019-06-24 |
Branch Locations
One East 22Nd Street Suite 710, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Oakbrook | IL | 06/1992 | 06/2019 |
| Foresters Advisory Services | Lombard | IL | 08/2012 | 06/2019 |
| Lincoln Financial Group | Lombard | IL | 11/2012 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Lombard | IL | 06/2019 | Present |
1.) ONE TIME EXCEPTION - SALE WITH VOYA FOR PERSONAL POLICY WRITTEN 19.5 YEARS AGO, COVERTING 20YR TERM TO A UL POLICY 2.) OWNER OF CONDO RENTAL 3.) OWNER OF SKYLINE WEALTH PARTNERS; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-04 |
Reach out to this advisor