Best Investors
Account
Sign in
De Pere, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-19 |
| NM | RA | APPROVED | 2026-05-07 |
| WI | RA | APPROVED | 2026-05-06 |
Branch Locations
120 N. Lasalle Street Suite 3300, Chicago, IL 60602-2424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-06 |
| WI | RA | APPROVED | 2026-05-06 |
Branch Locations
120 N. Lasalle Street Suite 3300, Chicago, IL 60602-2424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2014 | 05/2018 |
| Vivaldi Capital Management | Chicago | IL | 05/2017 | 08/2017 |
| Unemployed | De Pere | WI | 05/2018 | 04/2019 |
| Cornerstone Business Services, Inc | Green Bay | WI | 04/2019 | 05/2020 |
| Cornerstone Business Services, Inc | Green Bay | WI | 05/2020 | 12/2020 |
| Cornerstone Business Services, Inc | Green Bay | WI | 12/2020 | 05/2022 |
| Cornerstone Business Services, Inc | Green Bay | WI | 05/2022 | 06/2023 |
| Ariens Company | Brillion | WI | 06/2023 | 02/2025 |
| Mainstreet Investment Advisors, Llc | Chicago | IL | 03/2025 | Present |
| Capital Market Advisor, Llc | De Pere | WI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
Reach out to this advisor