Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
Bristol, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 06/2019 | 05/2020 |
| Strategic Wealth Partners | Deerfield | IL | 06/2018 | 08/2018 |
| Abbott Laboratories | Abbott Park | IL | 06/2017 | 08/2017 |
| University Of Illinois At Urbana-Champaign | Champaign | IL | 08/2015 | 05/2019 |
| Td Ameritrade | Chicago | IL | 05/2020 | 12/2022 |
| Charles Schwab And Co., Inc. | Chicago | IL | 12/2022 | 03/2023 |
| Fidelity Investments | Brookfield | WI | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
Reach out to this advisor