Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-09 |
Branch Locations
150 S. Wacker Drive Suite 100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Source Bank | South Bend | IN | 07/2014 | 02/2018 |
| Lpl Financial Llc | South Bend | IN | 02/2015 | 02/2018 |
| Gibson Insurance Agency Inc. | South Bend | IN | 02/2018 | 06/2019 |
| Crescent Legacy Capital | South Bend | IN | 07/2019 | 10/2019 |
| Jp Morgan Securities, Llc | Chicago | IL | 10/2019 | 06/2023 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 10/2019 | 06/2023 |
| Charles Schwab & Co., Inc. | Chicago | IL | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Chicago | IL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
Reach out to this advisor