Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| IL | RA | APPROVED | 2025-01-23 |
Branch Locations
200 North Buffalo Grove Rd, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services, Llc | Lombard | IL | 10/2015 | 05/2017 |
| Foresters Financial Services | Lombard | IL | 10/2015 | 05/2017 |
| Bmo Harris Financial Advisors | Buffalo Grove | IL | 05/2017 | 03/2021 |
| Lpl Financial Llc | Wheeling | IL | 03/2021 | 04/2022 |
| Lpl Financial Llc | Buffalo Grove | IL | 01/2025 | Present |
| Wintrust Investments Llc | Buffalo Grove | IL | 04/2022 | 01/2025 |
1. 01/2025- Wintrust Investments, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2022- 160 Hours Per Month- 130 Hours During Trading 2) 03/20/2026-Jesse Stabile-Survey Taker-Other-Not inv related-At Antioch, IL-Start date 01/01/2026-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-18 |
Reach out to this advisor