Best Investors
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2018-02-21 |
| TX | RA | APPROVED_RES | 2018-02-16 |
Branch Locations
3201 Village Square Dr, Hartland, WI 53029 • United States
138 East Wisconsin Avenue, Oconomowoc, WI 53066 • United States
142 E Capitol Drive, Milwaukee, WI 53212 • United States
22 E. Mifflin Street, Madison, WI 53703 • United States
3052 Cahill Main, Fitchburg, WI 53711 • United States
18 N Arch St, Janesville, WI 53545 • United States
2251 W Broadway, Monona, WI 53713 • United States
620 Spring St, Sun Prarie, WI 53590 • United States
758 N Midvale Blvd, Madison, WI 53705 • United States
38 N. Washington St., Elkhorn, WI 53121 • United States
1201 North Wright Road, Janesville, WI 53546 • United States
602 North High Point Road, Madison, WI 53717 • United States
426 Center Street, Lake Geneva, WI 53147 • United States
4520 E Towne Blvd, Madison, WI 53704 • United States
524 Genesee Street, Delafield, WI 53018 • United States
3611 80Th Street, Kenosha, WI 53142 • United States
110 Oakton Avenue, Pewaukee, WI 53072 • United States
111 E. Wisconsin Ave, Milwaukee, WI 53202 • United States
4690 S Whitnall Ave, Saint Francis, WI 53235 • United States
9900 39Th Avenue, Pleasant Prairie, WI 53158 • United States
2901 Washington Road, Kenosha, WI 53140 • United States
2317 Fox Run Blvd, Waukesha, WI 53188 • United States
7100 S. 76Th Street, Franklin, WI 53132 • United States
5815 21St Street, Racine, WI 53406 • United States
7510 Bristol Rd, Bristol, WI 53104 • United States
4930 Douglas Avenue, Racine, WI 53402 • United States
3605 S. 27Th Street, Milwaukee, WI 53221 • United States
22 E Mifflin St, Floor 1, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | New York City | NY | 03/2003 | 02/2018 |
| Charles Schwab Bank | New York City | NY | 02/2005 | 02/2018 |
| Jp Morgan Chase Bank, N.A | New York | NY | 02/2018 | 08/2025 |
| J.P. Morgan Securities Llc | Madison | WI | 02/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-23 |
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