Best Investors
Account
Sign in
Best Investors
Account
Sign in
150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
| VA | RA | APPROVED | 2026-07-29 |
| KS | RA | APPROVED | 2026-07-01 |
| NC | RA | APPROVED | 2026-06-17 |
| IL | RA | APPROVED | 2026-06-10 |
| AZ | RA | APPROVED | 2026-06-04 |
| FL | RA | APPROVED | 2026-05-29 |
| SC | RA | APPROVED | 2026-05-29 |
| MI | RA | APPROVED | 2026-05-27 |
| CA | RA | APPROVED | 2026-05-26 |
| CO | RA | APPROVED | 2026-05-26 |
| GA | RA | APPROVED | 2026-05-26 |
| IN | RA | APPROVED | 2026-05-26 |
| NJ | RA | APPROVED | 2026-05-26 |
| IA | RA | APPROVED | 2026-05-25 |
| DE | RA | APPROVED | 2026-05-22 |
| MD | RA | APPROVED | 2026-05-22 |
| MO | RA | APPROVED | 2026-05-22 |
| NY | RA | APPROVED | 2026-05-22 |
| OH | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
50 E Olentangy St, Powell, OH 43065 • United States
New Albany, OH • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Dublin | OH | 09/2009 | Present |
| William Blair | Columbus | OH | 05/2026 | Present |
1. JM BOAT LLC; 655 METRO PLACE SOUTH DUBLIN OH 43017; BOAT ACCOUNT; PARTNER; MONEY TO MANAGE EXPENSE OF BOAT; STARTED AFFILIATION 04/22/2013; 1 HOUR PER MONTH; NOT DURING SECURITIES TRADING HOURS. 2. REAL ESTATE SALES LICENSE; 77 SOUTH HIGH STREET COLUMBUS OH 43215; SALES PERSON; AFFILIATION STARTED 09/01/1989; 0 HOURS PER DAY; NOT DURING SECURITIES TRADING HOURS. 3. Heart of Ohio Classical Academy; 5086 N High St Columbus OH 43214; Board Member; Consult; 09/06/2023; 1.00hr/month; Not during securities trading hours; Not Investment-Related 4. Heart of Ohio Classical Academy; 4650 Lakehurst Ct Dublin OH 43016; School; President; Advisory; 10/01/2023; 2 hrs/month; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
Reach out to this advisor