Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| WI | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 08/2025 | Present |
| Uw Credit Union | Madison | WI | 10/2023 | 08/2025 |
| Umemployed | Madison | WI | 07/2023 | 10/2023 |
| Aon | Lincolnshire | IL | 07/2022 | 07/2023 |
| Lake Forest College | Lake Forest | IL | 09/2020 | 05/2022 |
| Lake Forest College | Lake Forest | IL | 08/2018 | 05/2022 |
| Phoenix Country Day School | Paradise Valley | AZ | 08/2004 | 06/2018 |
| Bank Of America, N.A. | Madison | WI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
Reach out to this advisor