Best Investors
Account
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Best Investors
Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-10-25 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
121 S. Wilke Road, Suite 210, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Arlington Heights | IL | 01/1996 | 10/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2016 | Present |
| Vista Financial Group Ltd. | Arlington Heights | IL | 10/2016 | Present |
| Jerome O'REilly | Arlington Heights | IL | 10/2016 | Present |
1. Vista Financial Group Ltd - 121 S. Wilke Rd, Ste 210, Arlington Heights, IL 60005; Investment related; Securites & Insurance (FIAs) sales & svcs/seminar marketing; Sole Proprietor; Start date 10/16; 160 hrs/mnth & during trading. 2. Jerome O'Reilly (self employed)-121 S. Wilke Rd, Ste 210, Arlington Heights, IL 60005; Investment related; Insurance Sales & Svcs; Insurance Producer/Agent; Start date 10/16; 40 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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