Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-07 |
Branch Locations
1017 W Glen Oaks Lane Suite 150, Mequon, WI 53092 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Mequon | WI | 12/2024 | Present |
| O'HAre Wealth Managmement | Mequon | WI | 12/2024 | Present |
| Suzanne Powers Realty, Inc. | Shorewood | WI | 03/2020 | 11/2024 |
| Unemployed | Cedarburg | WI | 08/2018 | 03/2020 |
| Geneva Capital Management, Ltd | Milwaukee | WI | 03/2002 | 08/2018 |
| Steward Partners Investment Advisory, Llc | Mequon | WI | 02/2025 | Present |
Personal Rental Property; City/State: Milwaukee, WI; Position/title: owner/landlord with husband; Start date: 6/2018; duties: following up on rent and hiring service companies to handle any contemporaneous issues that may arise; 1-2 hours a month is devoted to this business; 0 HRS/MO during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
Reach out to this advisor