Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-03-18 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
Western Springs, IL • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2002 | Present |
POA MEDICAL AND FINANCIAL DECISIONS FOR MOTHER, START 06.2019. POA FOR SON'S BROKERAGE ACCT, BUZZ 3012 FINANCIAL LLC, START 02.2020, 1 HR PER MO. MARY J. PASSANANTI TRUST DATED 2015, SUCCESSOR TRUSTEE, START 05.2015. JDRF ILLINOIS, BOARD MEMBER, SUPPORT JDRF MISSION, POLICIES, AND RESEARCH AGENDA, PARTICIPATE IN ONE SIGNATURE CHAPTER PROGRAM PER YEAR, HELP IDENTIFY NEW ADVOCATES, START 08.2014, 2 HRS PER MO, NO COMP. BIG TUNA VENTURES, LLC, GENERAL PARTNER, OVERSEE FAMILY INVESTMENTS AND BROKERAGE ACCOUNTS, 2 HRS PER MO, NO COMP, START 01.2013. BIG TUNA VENTURES LLC, MEMBER, FOUNDED LLC FOR BOAT PURCHASE, WIFE MARY ADDITIONAL MENBER, START 05.2017, 1 HR PER MO. MM1230, LLC, CO MGR, HELP WITH PERSONAL INVESTMENTS, START 01.2017, 1 HR PER MO. OUTSIDE INSURANCE BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-09 |
Reach out to this advisor