Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1995-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 06/1994 | Present |
NAME & ADDRESS: Christ King Parish / 2604 N. Swan Blvd. Wauwatosa, WI 53226 NATURE OF ENTITY: Catholic Parish RESPONSBILITIES IN ROLE: Monitor, advise on budget and financial matters impacting parish HOURS DEVOTED: 3 hours/month Name/Address: Catholic Charities Foundation Board / 3501 S. Lake Drive, St. Francis, WI 53235 Start Date: 5/20/24 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 | 2001-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
Reach out to this advisor