Best Investors
Account
Sign in
Best Investors
Account
Sign in
181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-17 |
| FL | RA | APPROVED | 2024-05-03 |
| CA | RA | APPROVED | 2024-02-14 |
| MD | RA | APPROVED | 2023-08-02 |
| VA | RA | APPROVED | 2023-07-27 |
| DC | RA | APPROVED | 2018-01-02 |
Branch Locations
1201 F Street - Nw Suite 900, Washington, DC 20004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Trust Na | Washington | DC | 01/2014 | 10/2017 |
| Cibc National Trust Company | Washington | DC | 11/2017 | Present |
As of Oct 2025, Trustee for Emily E Scholsberg Educational Trust. Less than 15 mins a month during business hours. Trustee for three private trusts in my role under CIBC Private Wealth Advisors; Nathan Krutilla Grandchild Trust; Isabella Krutilla Grandchild Trust; Emmeline Owen Levy Grandchild Trust. All beginning Nov 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-26 |
Reach out to this advisor