Best Investors
Account
Sign in
291 N Archer Ave, Mundelein, IL 60060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Houston | TX | 03/1999 | 07/2023 |
| American General Financial Advisors, Inc | Anaheim | CA | 05/2002 | 07/2023 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 09/2014 | 07/2023 |
| Woodbury Financial Services, Inc. | Greenbriar | TX | 07/2015 | 07/2023 |
| Agia | Houston | TX | 12/2022 | 07/2023 |
| Lpl Financial Llc | Randolph | ME | 11/2023 | Present |
| Unemployed | Randolph | ME | 07/2023 | 10/2023 |
| Lpl Financial Llc | Randolph | ME | 11/2023 | 07/2024 |
| Tsfg, Llc | Mundelein | IL | 11/2023 | 07/2026 |
| 15 Wealth Advisors Llc | Mundelein | IL | 06/2026 | Present |
| 15 Wealth Advisors Llc | Mundelein | IL | 11/2023 | Present |
| Royal Alliance Associates, Inc. | Houston | TX | 09/2015 | 07/2023 |
1) 11/20/2023 - TS Financial Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - start date: 11/20/2023 - 160hrs/month - 100% time spent 2) 09/12/2024 - J Hughes Financial Group PLLC - Business Entity For Tax/Investment Purposes Only - Advisor - Not Investment Related - Home Based - Start Date 08/30/2024 - 5 Hours per Month/ During Trading 3) 06/26/2026 - 15 Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/24/2024 - 40 Hours per Month/ During Trading 4) 06/26/2026 - 15 Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours per Month/ During Trading 5) 06/26/2026 - GradePoint Insurance - DBA 15 Insurance Group , BackNine, Capitas - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/23/2024 - 5 Hours per Month/ During Trading 6) 07/13/2026 - 15 Wealth / GradePoint Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 Hours per Month/ During Trading 7) 07/31/2026 - 15 Wealth Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/27/2026 - 20 Hours per Month/ 10 Hours During Trading - I provide investment advisory services through 15 Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 20 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
Reach out to this advisor