Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Milwaukee | WI | 03/2008 | 09/2018 |
| Charles Schwab Bank | Milwaukee | WI | 03/2008 | 09/2018 |
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 04/2019 | 02/2026 |
| U.S. Bank | Milwaukee | WI | 04/2019 | 02/2026 |
| Homemaker | Menomonee Falls | WI | 09/2018 | 04/2019 |
| U.S. Bancorp Advisors, Llc | Milwaukee | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
Reach out to this advisor