Best Investors
Account
Sign in
Wheaton, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2018 | Present |
| Alliance One Food Group | Aurora | IL | 01/2005 | 01/2019 |
I have my life insurance license which was a requirement at my recent firm. I dont use the license and it is not investment related. The title is a licensed life insurance agent. I passed the life insurance license test on 8/15/ 2021. I have not devoted any time to the license. Life insurance is used to protect a life of a individual or a group of individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-04 |
Reach out to this advisor