Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-25 |
| NE | RA | APPROVED | 2019-01-25 |
| TX | RA | APPROVED_RES | 2018-12-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Melbourne, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Precision Capital Management | Coppell | TX | 05/2015 | 03/2019 |
| Brookstone Capital Management | Wheaton | IL | 11/2018 | Present |
CURRENTLY LICENSED AS AN INSURANCE AGENT WITH ALLIANZ LIFE INSURANCE OF THE UNITED STATES. THIS PROVIDES THE ABILITY TO MEET MY CLIENTS' SAFE MONEY NEEDS. SELLING ANNUITIES AND LIFE INSURANCE FOR WHICH I HOLD A FLORIDA LICENSE NUMBER W078862.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1979-09-18 |
Reach out to this advisor