Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-09-28 |
Branch Locations
123 W Washington St Ste 208, Oswego, IL 60543 • United States
2651 Warrenville Road Ste 200, Downers Grove, IL 60515 • United States
123 W Washington St Ste 208, Oswego, IL 60543 • United States
Milford, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Aurora | IL | 08/2012 | 09/2020 |
| Fifth Third Securities | Aurora | IL | 09/2012 | 09/2020 |
| Lpl Financial | Oswego | IL | 09/2020 | Present |
1) 9/2020 - DBA for LPL Business (entity for LPL business) - Highpoint Planning Partners - Investment Related - Oswego, IL 60543 2) 9/2020 - Business Entity For Tax/Investment Purposes Only - Chavez Capital Management Inc - Investment Related - Oswego, IL 60543
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-23 |
Reach out to this advisor