Best Investors
Account
Sign in
Best Investors
Account
Sign in
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-16 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
410 N. Michigan Ave., Suite 1200, Chicago, IL 60610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2023 | 08/2024 |
| Alera Group | Chicago | IL | 06/2023 | Present |
| Fisher Investments | Camas | WA | 08/2021 | 06/2023 |
| Oregon State University | Corvallis | OR | 09/2019 | 06/2021 |
| Oregon State University | Corvallis | OR | 09/2017 | 06/2021 |
| East Bay Sports | San Ramon | CA | 07/2016 | 09/2017 |
| San Ramon Valley | Danville | CA | 08/2013 | 06/2017 |
| Unemployed | Portland | OR | 06/2021 | 08/2021 |
| Unemployed | Portland | OR | 06/2023 | 06/2023 |
| Osaic Wealth, Inc. | Chicago | IL | 08/2024 | Present |
1)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;client service representative;6/15/2023;160 hrs/month;6.5 hrs during trading;administrative professional for Alera Group, which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
Reach out to this advisor