Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| IL | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmette | IL | 03/2025 | Present |
| Mondelez International | Chicago | IL | 01/2015 | 06/2024 |
| Nm Miracle Group Corporation | Deerfield | IL | 06/2024 | 03/2025 |
| Bank Of America, N.A. | Wilmette | IL | 06/2025 | Present |
I*: 2291273Name: All About Logistics LLC Investment-related: No Address: Northbrook, IL, 60062Nature of the other business: Transportation Your position: 50% member units owner in partnership Start date of your relationship: Oct 2015Hours/month you devote to the other business:1 hr mthly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Participation in quarterly review or strategic decisions voting I*: 2291274Name: NM Miracle Group Corporation Investment-related: No Address: Deerfield, IL 60015Nature of the other business: Business strategy, sales and marketing consultancy Your position: Owner Start date of your relationship: Dec 2022Hours/month you devote to the other business: 5 hrs mthly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Consultation to business related to sales and marketing strategy I*:Name of the other business -The NM Trust Investment-related- Yes Address of the other business- Deerfield, IL Title, or relationship with the other business- Grantor, Trustee. Not a business. Start date of your relationship- May 2024Approximate number of hours/month you devote to the other business- 1 hour/month Hours you devote to the other business during securities trading hours -0 Duties relating to the other business- Fiduciary, Grantor, Trustee. Annual Lawyer realignment regarding The Trust setup. I*3717265 Entity Type: Fiduciary role Name of OBA: S. M. Trust Address: Deerfield, Illinois, 60015Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 02/05/2026Number of Hours: 0Number of Hours during trading: 0Duties: Successor Trustee Child/Grandchild I*3755294, Entity Type: For Profit, Name of OBA: S&NM Investments LLC, Address: Deerfield , Illinois, 60015, Investment Related: Y, Position, Title, Association: Owner, Employee Start Date: 03/31/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: owner, board member, legacy planning I*4412267 Entity Type: For Profit Name of OBA: Effie.ai Address: Lewes, Delaware, 19958 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Software company, developing app for retail execution for FMCG companies and Retail Stores Advisory Board Member - Strategic Advisor - US Market Expansion (FMCG & Retail) Part of the Advisory Board that plans to meet virtually or in person in Chicago 1/ moth or bimonthly: to review and advise on US expansion strategy, clients to be approached, offer to those client. Clients FMCG No decision making or financial oversee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
Reach out to this advisor