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 | 2024-03-23 |
| WI | RA | APPROVED | 2023-07-21 |
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2015 | 06/2018 |
| Jpmorgan Chase Bank, Na. | Milwaukee | WI | 06/2018 | Present |
| J.P. Morgan Securities Llc | Milwaukee | WI | 06/2018 | Present |
Entity Name: Investors Associated LLP Investment related: N "Address: Hartland, WI 53029 https://investorsassociated.com/" Nature of the other business: Real Estate Position/Title/Relationship: Owner/ Partner Start Date: 01/28/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a vertically integrated real estate partnership, Investors Associated owns and manages a diverse portfolio of properties in select secondary markets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
Reach out to this advisor