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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Latitude Advisors, Llc | Vero Beach | FL | 01/2010 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 01/2010 | Present |
12/13/01 TO PRESENT - BIVENS & ASSOCIATES, INC. (SALES)HEALTH INSURANCE; COMPENSATED BY 5% COMMISSIONS. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC -IA REP - COMPENSATED VIA FEES - 20% LATITUDE ADVISORS, LLC POSITION: PRESIDENT NATURE: REGISTERED INVESTMENT ADVISORY FIRM WITH SEC INVESTMENT RELATED: YES HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: ADMINISTRATIVE AND OPERATIONS OF RIA. LATITUDE FINANCIAL, LLC POSITION: PRESIDENT NATURE: HOLDING COMPANY AND MARKETING COMPANY INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: RECRUITING OF FINANCIAL ADVISORS. BOX2 PACKAGING, LLC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: 1905 Marketview Drive #150, , Yorkville, IL, 60560, United States, NATURE: Packaging Distributor, POSITION: Owner, START DATE: 8/1/2024, NUMBER OF HOURS: 15 hours per month, SECURITIES TRADING HOURS: 2 hours per month during trading hours DESCRIPTION: "BUSINESS IS A DISTRIBUTOR OF PACKAGING PRODUCTS. FRIEND MERGED BOX3 INTO ANOTHER BUSINESS AND CHANGED NAME TO BOX2 PACKAGING, LLC" Business name: Bivens Financial Services, LLC, Business Address: 1089 Stillwater Court Yorkville IL 60560, Position Held: Owner, Expected annual income: 350000, Compensation Type: Fee-based, Hours Per Month: 20, Hours Per Month Trading: 20, Involvement status: ACTIVE, Start: 2026-02-13, Activity description: Holding company for all related activities, securities, advisory and insurance services, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-14 |
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