Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-31 |
Branch Locations
3355 Rt. 611, Suite 5, Bartonsville, PA 18321 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Coordinators | Bartonsville | PA | 12/2004 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2014 | Present |
| Brookstone Capital Management | Wheaton | IL | 03/2014 | Present |
| Abundant Streams Capital Group | Bartonsville | PA | 01/2015 | Present |
OWNER OF AMERICAN SENIOR COORDINATORS, 104 ROUTE 611, SUITE 4A, BARTONSVILLE, PA SINCE 12/2004. NOT INVESTMENT RELATED- PROVIDES ESTATE PLANNING DOCUMENTS THROUGH AN ATTORNEY, DOING THE SERVICE WORK(DELIVERY OF DOCUEMTNS, FUNDING, ESTATE SETTLEMENT). I OVERSEE AND MANAGE THIS SERVICE THROUGH OTHER ADVISERS WHO WORK WITH ME. APPROXIMATELY 1 DAY A WEEK. LIFE INSURANCE AND ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
Reach out to this advisor