Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| WI | RA | APPROVED | 2024-04-10 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Milwaukee | WI | 09/2012 | 03/2020 |
| Tiaa | Milwaukee | WI | 09/2012 | 03/2020 |
| Us Bank Na | Milwaukee | WI | 03/2020 | 03/2024 |
| Us Bancorp Investments Inc | Milwaukee | WI | 04/2020 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 04/2024 | Present |
| J.P. Morgan Securities Llc | Milwaukee | WI | 04/2024 | Present |
Entity Name: Outsource Recruiters Reach Investment related: No Address: https://www.outsourcerecruiters.com/ Nature of the other business: Recruiting Position/Title/Relationship: Owner/Partner Start Date: 01/21/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my brother's company. The company concentrates on providing hiring services and support for small companies.The company will be organized as a C Corporation. I will be a passive investor. The company is not related to my current role, and there is no connection with JP Morgan/Chase. 1.) Duplex Rentals; Investment-related; Hartland, WI (multiple); Duplex Rentals; Owner; 06/2006; 2 hrs/monthly; 0 hrs/trading; Owner/landlord. 2.) Esker Farms; Investment-related; Sussex, WI; Farm; Owner; 01/2020; 2 hrs/monthly; 0 hrs/trading; Rent from land lease, sale of crops.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
Reach out to this advisor