Best Investors
Account
Sign in
2921 Landmark Place Ste 501, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-19 |
| WI | RA | APPROVED | 2024-03-22 |
Branch Locations
2921 Landmark Place Ste 501, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Madison | WI | 01/2008 | 09/2019 |
| Ubs Financial | Madison | WI | 07/2007 | 10/2019 |
| Ameriprise Financial Services, Llc | Middleton | WI | 10/2019 | 02/2024 |
| Atlatl Advisers, Llc | Madison | WI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-26 |
Reach out to this advisor