Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-17 |
| TX | RA | APPROVED_RES | 2016-11-15 |
| ME | RA | APPROVED | 2014-11-12 |
| WI | RA | APPROVED | 2003-06-20 |
Branch Locations
12075 N. Corporate Parkway Suite 200, Mequon, WI 53092 • United States
Cedarburg, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Company | Mequon | WI | 02/2002 | Present |
Name/Address: Western Road LLC, N49 W7035 Western Road Cedarburg, WI 53012 Start date: 4/6/19. Hours spent: 5 hours/month. Zero hours spent during trading hours. Role/Responsibility: Owning and operating a rental property Non-Investment related. Name/Address: Author/Self, N49 W7035 Western Road Cedarburg, WI 53102 Start date: 3/1/20. Hours spent: 0-5 hours/month. Zero hours spent during trading hours. Role/Responsibility: Author of finance-related book. Non-Investment related. Name/Address: Winwood LLC, N49W7035 Western Rd Cedarburg, WI 53012 Start date: 12/1/2020 Hours spent: Less than 1/month Hours spent during trading Hours: 0 Role/Responsibility: Owner/Proprietor, Landlord Not Investment related Name/Address: RLG LLC, N49W7035 Western Rd Cedarburg WI 53012 Start date: 4/13/2011 Hours spent: Less than 1/month Hours spent during trading Hours: 0 Role/Responsibility: LLC member Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-18 |
Reach out to this advisor