Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-30 |
| WI | RA | APPROVED | 2025-12-09 |
| IL | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Milwaukee | WI | 09/2012 | 11/2016 |
| Spaeth Barrett | Milwaukee | WI | 11/2016 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2016 | 11/2017 |
| Midland Financial Advisors Inc | Delafield | WI | 11/2017 | 04/2022 |
| Raymond James Financial Services Inc | Delafield | WI | 01/2021 | 03/2021 |
| Raymond James Financial Services Advisors Inc | Delafield | WI | 03/2021 | 04/2022 |
| Robert W Baird | Milwaukee | WI | 04/2022 | 04/2024 |
| Pnc Investments Llc | Menomonee Falls | WI | 04/2024 | 12/2025 |
| Edward Jones | St Louis | MO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-04 |
| S66 | Uniform Combined State Law Examination | 2003-02-22 |
Reach out to this advisor