Best Investors
Account
Sign in
1110 W. Lake Cook Road Suite 265B, Buffalo Grove, IL 60089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-11 |
| IL | RA | APPROVED | 1998-05-15 |
Branch Locations
1110 W. Lake Cook Road, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Financial Group, Inc. | Buffalo Grove | IL | 02/1997 | Present |
| Osaic Wealth, Inc. | Buffalo Grove | IL | 02/1997 | Present |
1. ENGAGED IN INSURANCE SALES, NOT INVESTMENT RELATED, ADDRESS SAME AS CURRENT EMPLOYER (BUFFALO GROVE), START DATE: APPROX. 02/1997; APPROX HRS PER WEEK=15 2. JOURNEY FINANCIAL GROUP INC. POSITION: Owner - NATURE: Corporation^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 02/01/1997 ADDRESS: 1110 W. Lake Cook Rd Suite 265 Buffalo Grove IL 60089, buffalo grove IL 60089, United States DESCRIPTION: recommending Ins products to my clients 3. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1990 ADDRESS: 1110 W. Lake Cook Rd, Suite 265, Buffalo Grove IL 60089, United States; DESCRIPTION: Provide Notary Public services to existing clients in the firm at no charge. 4. JOURNEY FINANCIAL GROUP INC. POSITION: President NATURE: Corporation^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/01/1997 ADDRESS: 1110 W. Lake Cook Rd Suite 265B Buffalo Grove, IL 60089, buffalo grove IL 60089, United States DESCRIPTION: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-09 |
Reach out to this advisor