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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-27 |
| FL | RA | APPROVED | 2017-06-09 |
| MI | RA | APPROVED | 2011-07-29 |
Branch Locations
333 Bridge St Nw Ste 1000, Grand Rapids, MI 49504 • United States
Spring Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Grand Rapids | MI | 02/2011 | Present |
Name: St. Patrick's / St. Anthony's Catholic Church; Not investment-related; Address: 920 Fulton St, Grand Haven, MI 49417; Nature: Religious; Role: Finance Council Member; Start Date: 9/29/17; Appx hrs: 1.5 hours per month for meetings, minimum of 18 hours per year; Hrs during trading: 0; Duties: The role is an advisory role to the Pastor of the church regarding church finances, management of cash flows from month to month, and planned fundraising activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-21 |
Reach out to this advisor