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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
| SC | RA | APPROVED | 2022-01-08 |
Branch Locations
300 North Main Street Suite 400, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Charlotte | NC | 12/1998 | 11/2021 |
| Baird | Greenville | SC | 11/2021 | Present |
I serve on the Endowment Committee at my Church - Name/Address: Westminster Presbyterian Church 2310 Augusta St Greenville SC 29605 Start Date: 1/1/2020 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Endowment Committee Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
Reach out to this advisor