Best Investors
Account
Sign in
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-15 |
| WI | RA | APPROVED | 2024-05-15 |
Branch Locations
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
N19W24400 Riverwood Drive, Suite 250, Pewaukee, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accredited Investors Inc. | Edina | MN | 08/2016 | 02/2019 |
| Carlson Holdings Inc. | Minnetonka | MN | 02/2019 | 05/2022 |
| The Advocate Group, Llc | Minnetonka | MN | 05/2022 | 04/2024 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
Reach out to this advisor