Best Investors
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Account
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111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-21 |
Branch Locations
111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mather Group | Chicago | IL | 06/2021 | 08/2021 |
| William Blair & Company | Chicago | IL | 07/2020 | 07/2020 |
| University Of Wisconsin Library Systems | Madison | WI | 02/2020 | 05/2022 |
| Glen View Club | Golf | IL | 06/2014 | 06/2021 |
| University Of Wisconsin, Madison | Madison | WI | 09/2018 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2022 | 11/2022 |
| Bank Of America, N.A. | Chicago | IL | 06/2022 | 11/2022 |
| Unemployed | Glenview | IL | 12/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2023 | 05/2024 |
| Harbor Funds Distributors, Inc. | Chicago | IL | 01/2025 | Present |
| Harbor Capital Advisors, Inc. | Chicago | IL | 01/2025 | Present |
| J.P. Morgan Securities Llc | Chicago | IL | 05/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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