Best Investors
Account
Sign in
500 N. Western Ave. Suite 202, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2006-10-30 |
Branch Locations
500 N. Western Ave. Suite 202, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Top Flight Advisory Services | Long Grove | IL | 09/1994 | Present |
| Triad Advisors, Inc | Norcross | GA | 06/2000 | 08/2024 |
| Tree City Investments, Inc. | Lake Forest | IL | 02/2000 | Present |
| Osaic Wealth, Inc. | Lake Bluff | IL | 08/2024 | Present |
1) TREE CITY INVESTMENTS; INVESTMENT RELATED;910 Sherwood Dr, Lake Bluff, IL 60044; RIA; OWNER; JAN 1996; 80 HRS/MONTH; 3 HRS/DAY; SET AND EXECUTE INVESTMENT PORTFOLIO STRATEGY. 2) Scotty's on Sheridan; not investment related;810 Sheridan Rd, Highwood, IL 60041; restaurant; owner;9/30/2015;4-5 hrs/month;0 hrs during trading; oversee books 3) Kelsey D's; not investment related;910 Sherwood Dr, #14, Lake Bluff, IL 60044; Giardiniera food product; owner;2 hrs/month;0 hrs during trading; oversee books 4) Lindengate Capital Management; investment related;910 Sherwood Dr, #14, Lake Bluff, IL 60044; investment advisory; owner; owner; 3/13/2008;120 hrs/month; investment advisor, Lindengate is an account for my investment fees 5) Rental Property; not investment related;9788 Cottage Lane, Union Pier, MI 49129; rental property; owner;2/2019;2 hrs/month;0 hrs during trading; owner 6) Rental property; not investment related;26 Linden Ave, Lake Forest, IL 60045; home rental; owner;3/28/2020;0 hrs/month;0 hrs during trading; cash check, call handyman if needed 7) Limitless Beauty Salon and Spa 1044 N Western Ave suite B Lake Forest IL 60045; owner; 0 hrs/month;0 hrs during trading 8) THE FROSTED BAKER POSITION: Owner NATURE: Manufacturing cookies INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2015 ADDRESS: 3790 Hawthorne Court, Waukegan IL 60045, United States DESCRIPTION: Help guide the manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-15 |
Reach out to this advisor