Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-09 |
| PA | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Blue Bell | PA | 09/2014 | Present |
Name/Address: Church of the Good Samaritan / 212 W. Lancaster Ave, Paoli, PA 19301 Start Date: May 13, 2024 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
Reach out to this advisor