Best Investors
Account
Sign in
Best Investors
Account
Sign in
1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-15 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St Louis | MO | 05/1998 | 12/2023 |
| Madison Partners | Madison | WI | 12/2023 | Present |
Dreammaker LLC - Not Investment Related - Same as primary - Passthrough LLC for tax purposes - Principal - 2/12/2024 - Approximately 2 hours per month, 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-02 |
Reach out to this advisor