Best Investors
Account
Sign in
Best Investors
Account
Sign in
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-09-30 |
| FL | RA | APPROVED | 2021-10-29 |
| MO | RA | APPROVED | 2021-10-19 |
| AZ | RA | APPROVED | 2021-03-31 |
| IL | RA | APPROVED | 2021-02-18 |
| IN | RA | APPROVED | 2021-01-19 |
| MI | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-19 |
Branch Locations
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forest Securities, Inc | Chicago | IL | 08/2016 | 12/2019 |
| Avellino Financial Advisors, Inc. | Chicago | IL | 08/2016 | 01/2021 |
| Uhlmann Price Securities, Llc | Chicago | IL | 01/2021 | Present |
FINRA Arbitrator, Started 01/2016, 0-5 hrs per month investment related, may occur during market hours. Lillwitz Financial, LLC. Started 05/2918 (approved 04/2018), 0-5 HRS PER MONTH, NOT INVESTMENT RELATED, MAY OCCUR DURING MARKET HOURS. Uhlmann Investment Management LLC, is Investment Related, 303 W Madison Street, Suite 1700, Chicago, IL, 60606, United States, Investment Advisor Services, Advisor, 01/19/2021, 5 hours per month, 1 hours per month during trading hours, Fee Based Compensation, UIM is owned by UP Securities to serve their advisory clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
Reach out to this advisor