Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-02 |
Branch Locations
2402 E. Washington St, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inb, Na | Bloomington | IL | 07/2024 | Present |
| Feller & Kuester Cpas Pllc | Champaign | IL | 03/2023 | 06/2024 |
| Busey Bank | Champaign | IL | 01/2021 | 03/2023 |
| Intuit (Turbotax Live) | Champaign | IL | 01/2021 | 04/2021 |
| Intuit (Turbotax Live) | Champaign | IL | 01/2019 | 04/2019 |
| Surs (State Universities Retirement System) | Champaign | IL | 01/2017 | 12/2020 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2024 | Present |
| Hshs Medical Group | Springfield | IL | 09/2016 | 12/2016 |
1.) Illinois National Bank. Officer. Yes, investment related. Officer started July 2024. 1 hour per day. 2.) INB Wealth Strategies. Yes, investment related. Senior Business Tax Associate. CPA/Tax services. Approx 70-80 per month. 3.) Windsor Road Christian Church. Not investment related. Philanthropic and spiritual. Deacon. Started Aug 2026. Approx 1 hour per month not during trading hours. Meet monthly for prayer, assist elders, & support church staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
Reach out to this advisor