Best Investors
Account
Sign in
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-03-27 |
Branch Locations
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borhart Spellmeyer & Company | Elgin | IL | 09/1989 | 12/2016 |
| Porte Brown | Elgin | IL | 12/2016 | Present |
| Clearwater Capital Partners, Llc | Hoffman Estates | IL | 03/2008 | Present |
| Shodeen Group | Geneva | IL | 12/2016 | Present |
NAME OF OTHER BUSINESS: PORTE BROWN / INVESTMENT RELATED: NO / OTHER BUSINESS ADDRESS: 1752 CAPITAL STREET, SUITE 400, ELGIN, IL, 60124 / NATURE OF OTHER BUSINESS: CERTIFIED PUBLIC ACCOUNTING FIRM / POSITION, TITLE, RELATIONSHIP: DIRECTOR / START DATE OF RELATIONSHIP: DECEMBER 2016/ APPROXIMATE HOURS/MONTH DEVOTED TO OTHER BUSINESS: 220 HOURS/MONTH (AVERAGE) / HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 100% OF TIME IS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS / DUTIES RELATING TO OTHER BUSINESS: PRIMARY RESPONSIBILITIES CONSIST OF DIRECT CONTACT WITHH FIRM CLIENTS REGARDING VARIOUS ACCOUNTING AND TAX COMPLIANCE MATTERS, SUPERVISION OF FIRM PERSONNEL AND OTHER GENERAL ADMINISTRATIVE MATTERS OF THE FIRM. SHODEEN GROUP, NON-INVESTMENT RELATED, 447 S 3RD ST, GENEVA, IL 60134, REAL ESTATE DEVELOPMENT COMPANY, CHIEF OPERATIONS OFFICER, STARTED DECEMBER 2016, FULL TIME (~220 HOURS PER MONTH), 100% OF TRADING HOURS DEVOTED, DIRECTS ALL OPERATIONS OF THE DEVELOPMENT COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-22 |
Reach out to this advisor