Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| WI | RA | APPROVED | 2024-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Minneapolis | MN | 07/2021 | 04/2022 |
| At&T Corporate | Edina | MN | 08/2020 | 07/2021 |
| At&T Corporate | Bloomington | MN | 03/2019 | 08/2020 |
| At&T Corporate | Superior | WI | 05/2016 | 04/2018 |
| Grand Canyon University | Phoenix | AZ | 06/2017 | 07/2021 |
| At&T Corporate | Woodbury | MN | 04/2018 | 09/2018 |
| At&T Corporate | Edina | MN | 09/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 04/2022 | Present |
I*1479315 For profit or not for profit: Entity For Profit Name of outside business organization: Two Birds Event Group Investment related: N Address of business: MILWAUKEE, Wisconsin, 53204, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 9/30/2023 Number of hours devoted: 24 hour(s) Monthly Number of hours devoted during trading hours: 12 Duties: , Bartending
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
Reach out to this advisor