Best Investors
Account
Sign in
433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-24 |
| CO | RA | APPROVED | 2025-03-26 |
| WI | RA | APPROVED | 2024-08-23 |
| LA | RA | APPROVED | 2023-06-06 |
| FL | RA | APPROVED | 2021-09-21 |
| IL | RA | APPROVED | 2017-08-17 |
| MO | RA | APPROVED | 2017-08-17 |
Branch Locations
6550 N Illinois St., Fairview Heights, IL 62208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archford Capital Strategies, Llc | Swansea | IL | 01/2016 | 08/2017 |
| Associated Investment Services, Inc. | Green Bay | WI | 08/2017 | Present |
| Associated Trust Company | Green Bay | WI | 08/2017 | Present |
| Green Mount Road Church Of Christ | Belleville | IL | 03/2019 | 12/2019 |
| Church Of Christ | Cahokia | IL | 02/2020 | 11/2022 |
| Green Mount Road Church Of Christ | Belleville | IL | 01/2023 | Present |
1) Wrote a book, 1205 South State St., Freeburg, IL 62243; not investment related; Kaio Publications is republishing my manuscript, "Everyday Christianity, Every Day"; Author; 6/1/2018; Approximately 2 hours per month, none during trading hours; Duties include some public speaking events at some lectureships within the Churches of Christ & some churches near the St. Louis area. 2.) Green Mount Road Church of Christ, 25 N. Green Mount Rd., Belleville, IL 62221; not investment related; Pulpit Minister; 1/1/2023; approximately 8 hours per month, none during trading hours; Duties are to preach for Sunday services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-24 |
Reach out to this advisor