Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
| IL | RA | APPROVED | 2022-05-13 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-16 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 09/2020 | Present |
| Envoy Financial | Colorado Springs | CO | 09/2020 | Present |
| Harvesting Kingdom Resources | Colorado Springs | CO | 01/2021 | Present |
| Harvest Investment Services | Oakbrook Terrace | IL | 01/2021 | Present |
| Brand Champions | Wheaton | IL | 09/2019 | Present |
| Pass | Bend | OR | 05/2019 | 09/2019 |
| Pass | Bend | OR | 04/2018 | 04/2019 |
| Shoot & Share | Santa Barbara | CA | 01/2011 | 03/2018 |
Harvesting Kingdom Resources, LLC Investment Related - Yes 5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 Nature of Business: Sponsor of Private Equity Fund Position: Partner Title: Partner Business Relationship - Common Ownership with Envoy Advisory & Harvest Investment Services Start Date: 01/2021 Hours/Month: 40 Hours During Trading/Month: 25 Duties: Managing Fund Administration and Investor Relations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-11 |
Reach out to this advisor