Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-27 |
| IL | RA | APPROVED | 2024-03-26 |
Branch Locations
5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 02/2024 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2024 | Present |
| Club Automation | Bannockburn | IL | 08/2021 | 02/2024 |
| Wheaton College | Wheaton | IL | 01/2021 | 04/2021 |
| City Of Wheaton | Wheaton | IL | 06/2018 | 08/2018 |
| Affordable Lawn Care | West Chicago | IL | 06/2019 | 08/2019 |
| Dupage Auto Bath | West Chicago | IL | 02/2017 | 08/2017 |
| Unemployed | Wheaton | IL | 04/2021 | 08/2021 |
| Unemployed | Wheaton | IL | 02/2014 | 02/2017 |
| Unemployed | Wheaton | IL | 08/2017 | 06/2018 |
| Unemployed | Wheaton | IL | 08/2018 | 06/2019 |
| Unemployed | Wheaton | IL | 08/2019 | 01/2021 |
OTHER BUSINESS NAME: INK & STEEL. LOCATION: SPRINGFIELD, IL. NATURE OF BUSINESS: SELL STATIONERY. POSITION OR TITLE: CIO. RESPONSIBILITIES: HELP MANAGE THE COMPANY AND SHIP PRODUCTS TO CUSTOMERS. START DATE: SEP 01, 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 15.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
Reach out to this advisor