Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-23 |
| CO | RA | APPROVED | 2024-06-13 |
| CA | RA | APPROVED | 2023-12-07 |
| IL | RA | APPROVED | 2023-03-13 |
Branch Locations
1751 Lake Cook Rd Suite 350, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| Fgmk, Llc | Bannockburn | IL | 01/2018 | 06/2022 |
| Cliftonlarsonallen, Llp | Oakbrook | IL | 07/2011 | 01/2018 |
| The Pietsch Financial Group, Inc. | Deerfield | IL | 07/2022 | 12/2022 |
| The Guardian Life Insurance Company Of America | Deerfield | IL | 12/2022 | 07/2025 |
| Park Avenue Securities Llc | Deerfield | IL | 01/2023 | 07/2025 |
| Guardian Life Insurance Company | Chicago | IL | 06/2024 | 11/2025 |
| Park Avenue Securities | Chicago | IL | 06/2024 | 11/2025 |
| Guardian Life Insurance Company | Glenview | IL | 07/2025 | 11/2025 |
| Park Avenue Securities | Glenview | IL | 07/2025 | 11/2025 |
| Guardian Life Insurance Company | Deerfield | IL | 11/2025 | Present |
| Park Avenue Securities | Deerfield | IL | 11/2025 | Present |
1) SP Tax Services, LLC d/b/a Wealth Halo Tax-CPA, Nature of Business: tax preparation services, Start date: 02/15/2023, Address: 5319 N. Ravenswood Avenue, Chicago, IL 60640, Duties: preparing tax returns and providing tax related advice, 5 total hours per month; 1 during securities trading hours, Not investment related, 2) Insurance Products Other Than Guardian, Start Date: 12/16/2024, Address: 1751 Lake Cook Rd., Ste. 350, Deerfield, IL 60015, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
Reach out to this advisor