Best Investors
Account
Sign in
Best Investors
Account
Sign in
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2021-08-06 |
Branch Locations
1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Advisors | Richmond | VA | 04/2018 | 07/2021 |
| Bingham Arbitrage Rebate Services, Inc. | Richmond | VA | 06/2016 | 04/2018 |
| Cresset Asset Management, Llc | Marathon | FL | 07/2021 | 08/2023 |
| Cresset Asset Management, Llc | Chicago | IL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
| S66 | Uniform Combined State Law Examination | 2015-11-21 |
Reach out to this advisor