Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2023 | 02/2024 |
| Westpoint Financial Group | Wauwatosa | WI | 05/2022 | 08/2022 |
| Westpoint Financial Group | Wauwatosa | WI | 05/2021 | 08/2021 |
| University Of Wisconsin Madison | Madison | WI | 08/2019 | 05/2023 |
| All About Learning Preschool | Menomonee Falls | WI | 05/2019 | 08/2019 |
| Sendik's Fine Foods | Brookfield | WI | 06/2018 | 08/2018 |
| Sendik's Fine Foods | Brookfield | WI | 06/2017 | 08/2017 |
| Brookfield Academy | Brookfield | WI | 09/2011 | 05/2019 |
| Baird | Winnetka | IL | 02/2024 | 08/2025 |
| Morgan Stanley | Deerfield | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-29 |
Reach out to this advisor