Best Investors
Account
Sign in
Best Investors
Account
Sign in
8470 Enterprise Circle, Lakewood Ranch, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
| NC | RA | APPROVED | 2004-09-13 |
| IL | RA | APPROVED | 1998-02-05 |
Branch Locations
6151 Lake Osprey Drive 3Rd Floor, Sarasota, FL 34240 • United States
6151 Lake Osprey Drive 3Rd Floor, Sarasota, FL 34240 • United States
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Brook Advisors Ltd. | South Barrington | IL | 02/1987 | Present |
President of Oak Brook Financial Ltd, as a Licensed Insurance Agent engaged in the sale of Life, Disability, Long Term Care, and Fixed Annuity Products since 1974 with offices located at 6151 Lake Osprey Drive, 3rd Floor, Sarasota, FL 34240 and 15720 Brixham Hill Ave, Suite 300, Charlotte, NC 28277. Approximately 50% of normal business hours are devoted to these business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-24 |
Reach out to this advisor