Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-09 |
| FL | RA | APPROVED | 2017-07-28 |
| TX | RA | APPROVED_RES | 2017-06-01 |
| MI | RA | APPROVED | 2010-11-17 |
Branch Locations
333 Bridge St Nw Ste 1000, Grand Rapids, MI 49504 • United States
Avon, CO • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Grand Rapids | MI | 11/2006 | Present |
Name/Address: Vinton Persons Trustee Start Date: 9/9/10 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Trustee Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-29 |
Reach out to this advisor