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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-23 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
600 N. Buffalo Grove Road Suite 100, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 08/2023 | Present |
| Crystal Lake South Basketball | Crystal Lake | IL | 06/2018 | 06/2019 |
| Crystal Lake South High School | Crystal Lake | IL | 06/2016 | 05/2020 |
| Mchenry County College | Crystal Lake | IL | 05/2020 | 12/2021 |
| Pennsylvania State University | State College | PA | 12/2021 | 12/2023 |
| The Home Depot | Algonquin | IL | 03/2021 | 08/2021 |
| Essendant | Deerfield | IL | 06/2021 | 09/2021 |
| Wealth Financial Services & Tax Advisory | Buffalo Grove | IL | 01/2022 | Present |
Insurance Sales at Wealth Financial Services and Tax Advisory. Investment related. 1130 W Lake Cook Rd Ste 230 Buffalo Grove IL 60089. Selling life insurance products. Licensed since April of 2022, spending approximately 10 hours per month during business/trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
Reach out to this advisor