Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-04-23 |
| TX | RA | APPROVED | 2020-04-23 |
Branch Locations
111 S Wacker Drive Suite 3200, Chicago, IL 60606 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisos, Llc | Chicago | IL | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 04/2020 |
| Rbc Capital Markets, Llc | Chicago | IL | 04/2020 | Present |
| City National Bank | Chicago | IL | 06/2020 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; PLYMOUTH, MN; 100% OWNERSHIP; START 7/01/2007; 1 HOUR PER MONTH / 0 DURING TRADING HOURS. RENTAL PROPERTY, INVESTMENT RELATED; CHICAGO, IL. START: 07/2017, 1 HOUR/MONTH, 0 DURING TRADING, RENTAL GRUNGE CANDY, LLC; NOT INVESTMENT RELATED; CHICAGO,IL; 20% OWNERSHIP; START 5/04/2019; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; BASS PLAYER. 4705 4707 FRANCE AVENUE SOUTH LLC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP WITH SPOUSE, START 10/14/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, FACILITATES RENTAL PROPERTY. 6626 CAMDEN DRIVE LLC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP WITH SPOUSE, START 10/14/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, FACILITATES RENTAL PROPERTY. 9515 24TH AVENUE N. LLC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP WITH SPOUSE, START 10/14/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, FACILITATES RENTAL PROPERTY. BEACHWALK QOZ FUND ONE LLC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP WITH SPOUSE, START 12/19/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, MICHIGAN CITY, IN, 100% OWNERSHIP, START 6/6/2020, 2 HOURS PER MONTH, ZERO DURING TRADING. NAME OF ENTITY: 9515 24th Ave North LLC ADDRESS: 2049 West McLean Avenue Chicago, IL 60647 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Residential Real Estate Investment CAPACITY: Owner - Active START DATE: 06/01/07 DUTIES: Maintaining books and records, spending decisions HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: Beachwalk QOZ Fund One LLC ADDRESS: 2049 West McLean Avenue Chicago, IL 60647 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Residential Real Estate Investment CAPACITY: Owner - Active START DATE: 10/01/19 DUTIES: Maintaining books and records, spending decisions HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: 6626 Camden Drive LLC ADDRESS: 2049 West McLean Avenue Chicago, IL 60647 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Residential Real Estate Investment CAPACITY: Owner - Active START DATE: 06/01/07 DUTIES: Keeping the books and records HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: Chicago Area Cover Band ADDRESS: 2049 West McLean Avenue Chicago, IL 60647 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Intermittent performance as bass player in Chicago are cover bands CAPACITY: Sole Proprietor, Other START DATE: 05/01/13 DUTIES: Bass player, compensation is limited and intermittent HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY Residential Rental Property ADDRESS Private Residence NOT INVESTMENT RELATED BUSINESS DESCRIPTION Residential Real Estate Investment CAPACITY Owner - Passive START DATE 08/16/2021 DUTIES Will be very limited after initial investment, primarily annual books and financial reporting HOURS DEVOTED PER MONTH 01 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH 01 NAME OF ENTITY: Union League Boys and Girls Clubs ADDRESS: 65 W Jackson Blvd, Chicago, IL 60604 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 10.31.24 CAPACITY: Board of Directors DUTIES: HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
Reach out to this advisor