Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Chicago | IL | 06/2019 | 02/2022 |
| Hot-N-Poppin Inc. | Naperville | IL | 12/2016 | 09/2022 |
| Unemployed | Naperville | IL | 08/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2022 | 09/2022 |
| Fidelity Investments | Westlake | TX | 09/2022 | 01/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Pnc Wealth Management | Naperville | IL | 01/2026 | Present |
November 22, 2022/ Insight Properties & Development Inc./ Owner-Single Member/Non-investment related/ 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-29 |
Reach out to this advisor