Best Investors
Account
Sign in
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-19 |
Branch Locations
10 Terrace Court Suite 103, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers' Bank | Madison | WI | 02/2016 | 03/2018 |
| Wealthspire Advisors | Madison | WI | 04/2018 | Present |
| Wealthspire Capital, Llc | Madison | WI | 04/2018 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-05 |
Reach out to this advisor