Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-05 |
| IL | RA | APPROVED | 2017-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Chicago | IL | 11/1991 | 03/2017 |
| Massmutual Life Insurance Co | Skokie | IL | 07/2016 | Present |
| Mml Investors Services, Llc | Skokie | IL | 03/2017 | Present |
(1) NAME: IRVING BIRNBAUM INV REL: Y ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: FIDUCIARY ROLE POSITION: TRUSTEE START DATE: 01/01/1995 NO. HR/MO: VARIES NO. HR/MO DURING SEC TRADING: VARIES (2) NAME: CONGREGATION ADAS BNEI ISRAEL INV REL: N ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: SYNAGOGUE POSITION: BOARD MEMBER START DATE: 06/30/2025 NO. HR/MO: 12 NO. HR/MO DURING SEC TRADING: 3 DESCRIBE DUTIES: REVIEW PERFORMANCE, FUND RAISE FROM NON-CLIENTS (3) NAME: IRVING BIRNBAUM INV REL: N ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: NOTARIZE DOCS POSITION: NOTARY PUBLIC START DATE: 01/01/2001 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 (4) NAME: SHOMRIM INV REL: N ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: BLOCK WATCH POSITION: BOARD MEMBER START DATE: 03/01/2016 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 (5) NAME: IRVING BIRNBAUM INV REL: Y ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: IND LIFE/P&C/HEALTH, GROUP HEALTH/LIFE POSITION: AGENT START DATE:04/01/1992 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 (6) NAME: COMPREHENSIVE FINANCIAL CONCEPTS, LLC INV REL: Y ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: P&C POSITION: AGENT START DATE: 07/01/2016 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 (7) NAME: HLKT LLC, RLZ LLC, ARM IDF HOLDINGS LLC INV REL: Y ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: CONSULTING ON THE 3 LLC'S HOLDINGS POSITION: SPECIAL PURPOSE MANAGER START DATE: 01/01/2021 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 (8) NAME: IRVING BIRNBAUM INV REL: Y ADD: 9124 TERMINAL AVE SKOKIE IL 60077 NATURE: LIFE SETTLEMENT POSITION: AGENT START DATE: 01/01/2016 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: I WILL FACILITATE A LIFE SETTLEMENT WHEN A CASE IS APPROPRIATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-14 |
Reach out to this advisor