Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-09 |
Branch Locations
601 Union Street, Suite 4700, Seattle, WA 98101 • United States
Bainbridge Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Tamarac | Seattle | WA | 08/2013 | 04/2020 |
| Unemployed | Seattle | WA | 05/2020 | 03/2021 |
| Avalara | Seattle | WA | 04/2021 | 04/2025 |
| Unemployed | Seattle | WA | 05/2025 | 07/2025 |
| Robert W Baird | Seattle | WA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
Reach out to this advisor