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 |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-01 |
| AK | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
3800 Centerpoint Drive #1120, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Anchorage | AK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Anchorage | AK | 11/2016 | 11/2017 |
| Robert W. Baird | Anchoage | AK | 11/2017 | Present |
Name/Address: Alaska Association of Collaborative Divorce Anchorage AK Start Date: 4/15/22 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: Providing divorce financial analysis using my CDFA designation Investment Related Name/Address: Jack and Jill, Inc Far West Region 1930 17th Street, NW Washington DC 20009 Start Date: 10/21/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer Non Investment Related Name/Address: Jack and Jill of America - Anchorage Chapter Start Date: 8/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-19 |
Reach out to this advisor