Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| IL | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2026-08-12 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
Fort Lauderdale, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust | Chicago | IL | 07/2015 | 02/2017 |
| Calamos Wealth Management Llc | Naperville | IL | 03/2017 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 08/2026 | Present |
(1) KORCHI LLC / Investment Related / Bonita Springs, FL / Personal Holding Company / Managing Member / Start November 2024 / 1 hour devoted per month / 0 during trading / Investment Management / The nature of the business is to shelter future real estate assets from creditors within the LLC. I do not currently have any duties, and I am not actively pursuing any real estate opportunities. There are investments in the account that my brother and I are actively managing. This is a personal holding company for us.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
Reach out to this advisor