Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-30 |
| WI | RA | APPROVED | 2020-07-30 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
Allouez, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Appleton | WI | 05/2018 | 03/2020 |
| Abc Supply Company | Green Bay | WI | 05/2017 | 08/2017 |
| Unemployed | Green Bay | WI | 08/2016 | 05/2017 |
| Unemployed | Green Bay | WI | 08/2017 | 05/2018 |
| The Prudential Insurance Company Of America | Appleton | WI | 07/2018 | 03/2020 |
| Rbc Capital Markets, Llc | Depere | WI | 03/2020 | Present |
| City National Bank | Depere | WI | 10/2021 | 12/2023 |
1) NAME OF ENTITY: The Salvation Army of Greater Green Bay ADDRESS: 626 Union Ct. Green Bay, WI 54303 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Faith Based Charity CAPACITY: Council Member (not associated with Board of Directors) START DATE: 04/01/2021 DUTIES: Plan the organization's annual and capital fundraising initiatives. To review ongoing performance of initiatives and analyze success in relation to goals and annual operating budget HOURS DEVOTED PER MONTH: 01 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01 2) NAME OF ENTITY: Not Applicable | Entity is a sole proprietorship ADDRESS: 1930 Belmont Drive Green Bay, WI 54304 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Air BNB / VRBO / Short-Term Rental CAPACITY: Sole Proprietor START DATE: 7/1/22 DUTIES: All duties are automated - cleaning is completed by my spouse and listing prices / communication are automated. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
Reach out to this advisor