Best Investors
Account
Sign in
Best Investors
Account
Sign in
222 E. Wisconsin Ave Suite 102, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-04-08 |
Branch Locations
222 E. Wisconsin Ave Suite 102, Lake Forest, IL 60045 • 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 |
|---|---|---|---|---|
| North Shore Private Asset Management | Lake Forest | IL | 10/2014 | Present |
| Level Four Financial Llc | Mobile | AL | 10/2014 | Present |
1. IRONWOOD INDUSTRIES, NON INVESTMENT RELATED, 115 S. BRADLEY ROAD, LIBERTYVILLE, IL 60048, MANUFACTURING, BOARD MEMBER, START DATE 1/3/2000 , 4 HRS PER MTH / 1 HOUR DURING TRADING. 2. DBA: NORTH SHORE PRIVATE ASSET MANAGEMENT, INVESTMENT RELATED, 222 E WISCONSIN STE 100 LAKE FOREST, 50 HRS A MONTH, 50 HRS DURING TRADING HOURS, WWW.NSPRIVATEAM.COM DBA WEBSITE, INVESTMENT ADVISORY SERVICES, START DATE OCT 14. 3. INVESTMARK, LLC, NON-INVESTMENT RELATED, 222 E WISCONSON STE 100 LAKE FOREST, PASS THROUGH COMPANY FOR RIA FEES, INDEPENDENT INSURANCE AGENT, MANAGING MEMBER, START DATE 1/8/2015, 1 HR A MONTH, 0 HR DURING TRADING HOURS HOURS. 4. LAKE FOREST LIBRARY FOUNDATION; LAKE FOREST, IL; NON-INVESTMENT RELATED; START DATE 10/25/2020; BOARD MEMBER; PLANNING & FUND RAISING; DEVOTE 4 HRS PER MONTH; 1 HR DURING TRADING HOURS. 5. IL RIVER VALLEY PROP; ELMHURST, IL; NON-INVESTMENT RELATED; START DATE 1/2014; OWNER; RENTAL PROPERTIES; DEVOTE 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-30 |
Reach out to this advisor