Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-30 |
| WI | RA | APPROVED | 2017-06-22 |
Branch Locations
10700 West Research Dr Ste 190 Mayfair Woods At Research Park, Milwaukee, WI 53226 • United States
Holland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Milwaukee | WI | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10700 REASERCH PARK DR; MILWAUKEE; WI; 53226; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/15/2010; 25; 4; SALE OF FIXED INSURANCE PRODUCTS| MAPLE BLUFF ESCAPE POSITION: investor NATURE: I am a investor with my 2 nephews and we use the property as well as rent it out. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: maple bluff road, stevens point WI 54482, United States DESCRIPTION: nothing. I am a silent partner as my nephew handles it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-25 |
Reach out to this advisor