Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
| WI | RA | APPROVED | 2024-03-15 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Milwaukee | WI | 07/2019 | Present |
| Jp Morgan Chase Bank | Milwaukee | WI | 07/2019 | Present |
| Unemployed | Milwaukee | WI | 06/2019 | 07/2019 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 08/2018 | 05/2019 |
| Jpmorgan Chase & Co. | Milwaukee | WI | 05/2018 | 08/2018 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 09/2016 | 05/2018 |
Entity Name: Milwaukee Domes Alliance Investment related: Yes "Address: Website: https://milwaukeedomes.org/ Address: 53201) 524 S Layton Blvd, Milwaukee, WI 53215" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Milwaukee Domes Alliance is a private nonprofit 501(c)(3) established in 1989. We directly channel resources that make possible many of the educational and cultural programs held at the Mitchell Park Horticultural Conservatory. Our support complements, but is separate from the support provided by Milwaukee County. I will also serve on the investment committee, which is responsible for overseeing the Alliance's investment portfolio and periodically reviewing the alliance's investment policy."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
Reach out to this advisor