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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-14 |
| WI | RA | APPROVED | 2022-02-14 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Manhattan, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plainfield | IL | 12/2015 | 07/2018 |
| Herbst Financial Advisors, Inc. | Plainfield | IL | 12/2015 | 04/2018 |
| Massmutual Life Insurance Co | Downers Grove | IL | 07/2018 | 02/2022 |
| Mml Investors Services, Llc | Downers Grove | IL | 07/2018 | 02/2022 |
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 02/2022 | Present |
Name: OPTAVIA Inv rel: N Add: At Residential Address Nature: Other; Wellness Coach Position: Independent Certified OPTAVIA Coach Start date: 09/07/2021 No. HR/MO: 8 No. HR/MO dur trading: 0 Describe duties: Coaching Individuals on their journey to optimal health. Name/Address: Farmland 14944 W Hoff Road Manhattan IL 60442 Start Date: 9/3/22 Hours Spent: 10-20 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
Reach out to this advisor