Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Minnetrista, MN • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 03/2014 | 06/2020 |
| Rbc Capital Markets, Llc | Minneapolis | MN | 06/2020 | 06/2023 |
| R. W. Baird | Milwaukee | WI | 06/2023 | Present |
1) t. Bonifacius Fire Auxiliary; not investment-related; 3631 Main Street, St. Bonifacius, MN 55375; fire department auxiliary; president; 10/2016; 4 hours/month; 0 hours/trading; help organization raise funds for the St. Bonifacius Fire Dept. and community outreach and events. 2) Name: St. Bonifacius Fire Auxiliary Address: Business Description: The spouses/SO of the firefighters on the SBFD. Business is not investment related Projected Start Date: 01/01/16 Capacity: Board of Directors * Duties Performed: Scheduling meetings, discuss action items from agenda, request donations from businesses, other items needed. Devoted to this OBA per Month: 4 Hour Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
Reach out to this advisor