Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Dayton | Dayton | OH | 08/2023 | 04/2024 |
| Bluegrace Logistics | Chicago | IL | 06/2023 | 08/2023 |
| Butler National Golf Club | Oak Brook | IL | 06/2017 | 08/2023 |
| Unemployed | Oak Brook | IL | 10/2013 | 06/2017 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2024 | 12/2025 |
| Morgan Stanley | Oak Brook | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-24 |
Reach out to this advisor