Best Investors
Account
Sign in
Best Investors
Account
Sign in
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-09 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | Present |
| New York Life Insurance Company | Addison | TX | 11/2020 | 03/2022 |
| New York Life Insurance Company | Addison | TX | 10/2016 | 11/2020 |
| Tax Saving Professionals | Vero Beach | FL | 04/2016 | 10/2016 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/2022 | 07/2024 |
| Annex Wealth Management | Brookfield | WI | 07/2024 | Present |
100% OWNER, 221 W WOOD ST, 221 W WOOD ST, PALATINE, , ILLINOIS, 60067, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 6/1/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I OWN THE RENTAL PROPERTY WHICH IS MANAGED BY A THIRD PARTY MANAGEMENT COMPANY. TRUSTEE OF MARIANNE LAMBORNE REVOCABLE TRUST (DECEASED), STARTED 10/2023, 2-3 HOURS PER MONTH, MANAGE ESTATE THROUGH PROBATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
Reach out to this advisor