Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
4602 E Towne Blvd, Madison, WI 53704 • United States
1 S Pinckney St, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Madison | WI | 01/2016 | 11/2023 |
| U.S. Bancorp Investments, Inc. | Madison | WI | 08/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Madison | WI | 02/2026 | Present |
1) Madison Shakespeare Company; Not Investment-related; Madison, WI; Acting; Acting;09/2018;0-6 hours/year; 0 hour/trading. 2) Madison Opera; Not Investment-related; Madison, WI; Acting and Singing; Chorus Member; 09/2018; 0-15 hour/year; 5 hour/trading. 3) ACA Entertainment (Wisconsin Dickens Carolers); Not Investment-related; Waukesha, WI; Christmas Caroling; Performer (Soprano); 12/2019; 12-20 hrs in December; 0 hrs/trading; Singing Christmas Carols at different venues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-24 |
Reach out to this advisor