Best Investors
Account
Sign in
Best Investors
Account
Sign in
Evanston, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Consultants | Evanston | IL | 01/1992 | Present |
I AM AN INDEPENDENT ADVISOR TO THE HOLLIS FAMILY LIMITED PARTNERSHIP III (FLP III). IT IS NOT AN INVESTMENT COMPANY, AND HOLDS VARIOUS OF THE FAMILY ASSETS FOR ESTATE PLANNING PURPOSES. THIS HAS BEEN IN PLACE FOR ABOUT 20 YEARS. FOR THIS ROLE I RECEIVE COMPENSATION OF BENEFICIAL DIVIDENDS FOR 1% OF THE PREFERRED SHARES OF FLP III. I DEVOTE PERHAPS SEVERAL HOURS A YEAR TO THIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
Reach out to this advisor