Best Investors
Account
Sign in
Best Investors
Account
Sign in
2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-12 |
Branch Locations
1350 Euclid Avenue Suite 1200, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Pittsburgh | PA | 07/2013 | 05/2018 |
| Nylife Securiites Llc | Pittsburgh | PA | 10/2013 | 09/2021 |
| Kestra Investment Services, Llc | Cleveland | OH | 10/2021 | 03/2022 |
| Triad Advisors Llc | Norcross | GA | 03/2022 | 08/2024 |
| New York Life Insurance Co | Cleveland | OH | 05/2018 | 03/2020 |
| New York Life Insurance Co | Cleveland | OH | 03/2020 | 10/2021 |
| Gallagher Fiduciary Advisors, Llc | Cleveland | OH | 07/2022 | Present |
| Osaic Wealth, Inc. | Cleveland | OH | 08/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services;retirement plan associate;10/18/2021;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;retirement plan associate;4/1/2022;140 hrs/month;6 hrs during trading;retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
Reach out to this advisor