Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-06 |
| MA | RA | APPROVED | 2024-10-17 |
| IA | RA | APPROVED | 2023-01-05 |
| UT | RA | APPROVED | 2023-01-04 |
| OK | RA | APPROVED | 2021-10-13 |
| MD | RA | APPROVED | 2020-01-07 |
| GA | RA | APPROVED | 2019-04-30 |
| SC | RA | APPROVED | 2019-04-26 |
| MI | RA | APPROVED | 2019-04-24 |
| MO | RA | APPROVED | 2019-04-24 |
| AZ | RA | APPROVED | 2019-04-23 |
| AR | RA | APPROVED | 2019-04-23 |
| CA | RA | APPROVED | 2019-04-23 |
| IN | RA | APPROVED | 2019-04-23 |
| NJ | RA | APPROVED | 2019-04-23 |
| OH | RA | APPROVED | 2019-04-23 |
| OR | RA | APPROVED | 2019-04-23 |
| PA | RA | APPROVED | 2019-04-23 |
| VA | RA | APPROVED | 2019-04-23 |
| FL | RA | APPROVED | 2019-04-22 |
| TX | RA | APPROVED_RES | 2019-04-22 |
| WA | RA | APPROVED | 2019-04-22 |
| NC | RA | APPROVED | 2019-04-18 |
| MN | RA | APPROVED | 2018-10-12 |
| NV | RA | APPROVED | 2018-09-06 |
| WI | RA | APPROVED | 2018-08-17 |
| IL | RA | APPROVED | 1998-07-06 |
Branch Locations
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1650 N. Arlington Heights Road, Ste 206, Arlington Heights, IL 60004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group, Inc. | Arlington Heights | IL | 09/1997 | Present |
1) B&R Financial, LLC. 1650 N. Arlington Heights Rd., Suite 206, Arlington Heights, IL 60004. Investment Related. Start dat: May, 2007, Co-Owner and Partner. Financial planning and investment advisory services, and fixed life insurance, LTC, Fixed Annuities and disability insurance sales. Approx. Hrs/Mo: 200. 6 during securities trading hours. **************************************************************************************************************************** 2) Private Securities Transactions: PST Type: The purchase of a security or investment in an entity.; Issuer: Woodstock Village, LLC; Direct Investment; How were you made aware of this investment? Todd Meyers - friend CJ Burger - Investment Manager Passive investment. Limited member of the investing group, no decision making authority.; Type of Transaction: BUY Amount of Transaction: $125,000 Number of shares/units, or dollar amount to be purchased: 125 No Compensation **************************************************************************************************************************** 3) HB1 LLC; Investment Related; 3215 W. Fullerton Ave, Chicago IL 60647; Direct investment in Multi-Family housing buildings; LLC Member; have no direct involvement in the business. Start date: 08.01.2008; Zero Hrs/ Month; Zero Hrs during trading hours. A limited member of the LLC with no decision making authority or duties. POSITION: null NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: Address: DESCRIPTION: null HB1 LLC POSITION: LLC Member NATURE: Direct investment in Multi-Family housing buildings. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: 3215 W. Fullerton Ave., Chicago IL 60647, United States DESCRIPTION: I have no direct involvement in the business. I am a limited member of the LLC with no decision making authority or duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-05 |
Reach out to this advisor