Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED_RES | 2021-01-06 |
| IL | RA | APPROVED | 2005-08-18 |
Branch Locations
2601 Reid Farm Rd Suite A, Rockford, IL 61114 • United States
Loves Park, IL • United States
Summerville, SC • United States
25 Calhoun Street Suite 200, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Rockford | IL | 06/2005 | Present |
Name/Address: B&B Tool Company 5005 27th Ave Rockford IL 61109 Start Date: 4/4/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Non Investment Related NAME AND ADDRESS OF OTHER BUSINESS: WESLEY WILLOWS, 4141 NORTH ROCKTON AVE, ROCKFORD, IL 61103; Yes, Investment-related; NATURE OF ENTITY: SENIOR LIVING COMMUNITY; ROLE: Committee member of the Investment Advisory committee; Start Date: 9/23/10; Appx hrs/month: 2 hours quarterly; Hrs during trading: 0 Duties: oversight of assets being managed by Wells Fargo Name: Trust SGA #4, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee, Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name: Trust SGA #10, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name: Trust N-81 BTA, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name: SBA for SGA Fund for Bruce T Atwood, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name: The Bruce Pension Trust, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name: Bruce Forge Trust, One Pitcairn Place, Ste. 3000, 165 Township Line Road Jenkintown PA 19046 Organization Type: Trust Role: Successor Individual Co-Trustee Investment related Start 7/31/18 Time: 3 hours/month, 1 during market hours investments are handled by Pitcairn; I will periodically be reviewing the investments, the investment policy statements and generally commenting on the investments with the beneficiaries Name/Address: Pregnancy Care Center 4108 Morsay Dr Rockford IL 61107 Start Date: 2/28/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Board Member; Check signing authority Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-17 |
Reach out to this advisor