Best Investors
Account
Sign in
Best Investors
Account
Sign in
1325 W Towne Square Road, Mequon, WI 53092-5047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-04-01 |
Branch Locations
1325 W Towne Square Road, Mequon, WI 53092-5047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Denali Wealth Management Inc | Miwaukee | WI | 04/2010 | Present |
| Purshe Kaplan Sterling | Albany | NY | 04/2010 | Present |
VALDAN LLC NOT INVESTMENT RELATED 1425 E COURTLAND PLACE IMPORTING PRODUCTS PARTNER START DATE 10/15/02 HOURS PER MONTH= 6 0 HOURS DURING BUSINESS TRADING HOURS DUTIES INCLUDE BUSINESS PHONE CALLS AND FAXES DENALI WEALTH MANAGEMENT; INVESTMENT RELATED; BAYSHORE TOWN CENTER 500 W. SILVER SPRING GLENDALE, WI; INVESTMENT ADVISER; SALES; PRESIDENT; 4/2010 START DATE; 100 HOURS PER MONTH; SALES DIRECTOR, RELATIONSHIP MANAGER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
Reach out to this advisor