Best Investors
Account
Sign in
Best Investors
Account
Sign in
4851 Bonita Bay Blvd Suite 701, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
| IL | RA | APPROVED | 2006-02-02 |
Branch Locations
4851 Bonita Bay Blvd Suite 701, Bonita Springs, FL 34134 • UNITED STATES
4851 Bonita Bay Blvd Suite 701, Bonita Springs, FL 34134 • United States
Bonita Springs, 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 |
|---|---|---|---|---|
| Sorsby Financial Corp | Chicago | IL | 01/1997 | Present |
CAPITAL CONSERVATION CORP.; PRESIDENT & SOLE SHAREHOLDER; STARTED 12/1996; 100 E HURON #3501, CHICAGO, IL; 1-10 HRS PER MO; INVESTMENT RELATED; MAY OCCUR DURING MARKET HOURS; ACTS AS GENERAL PARTNER FOR CAPITAL PRESERVATION FUND L.P. SINCE 6/17/2004; DUTIES INVOLVE INVESTING DECISIONS FOR THE CAPITAL PRESERVATION FUND L.P. CAPITAL PRESERVATION FUND L.P.; STARTED 12/1996; GENERAL PARTNER; 676 N. MICHIGAN AVE, #3605, CHICAGO, IL; SALES OF INVESTMENT SHARES PURSUANT TO RULE 506 OF REGULATION D; 40 HOURS PER MONTH; INVESTMENT RELATED; ACTIVITIES MAY OCCUR DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1979-09-26 |
Reach out to this advisor