Best Investors
Account
Sign in
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-27 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 07/2021 | Present |
| Bank Of America Merrill Lynch | Eden Prairie | MN | 06/2020 | 08/2020 |
| Wells Fargo | Bloomington | MN | 07/2019 | 09/2019 |
| Mass Mutual | Minneapolis | MN | 06/2018 | 08/2018 |
| Saint Thomas Academy | Mendota Heights | MN | 06/2017 | 08/2017 |
| Primary Education | Mendota Heights | MN | 08/2014 | 06/2017 |
| University Of Michigan - Stephen M. Ross School Of Business | Ann Arbor | MI | 09/2017 | 04/2021 |
| Bank Of America, N.A. | Chicago | IL | 01/2022 | Present |
| Curi Rmb Capital | Chicago | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
Reach out to this advisor