Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-14 |
Branch Locations
3704 Oakwood Hills Pkwy 1St Floor, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Eau Claire | WI | 09/2013 | 09/2020 |
| Raymond James Financial Services Advisors Inc. | Eau Claire | WI | 09/2013 | 09/2020 |
| Blue Granite Wealth Llc | Eau Claire | WI | 09/2013 | 09/2020 |
| Stifel, Nicolaus & Company, Incorporated | Eau Claire | WI | 09/2020 | Present |
1. Caretaker for State of Wisconsin IRIS participant. 2. State of Wisconsin Notary Public; 3704 Oakwood Hills Parkway, Eau Claire, WI 54701; Notarize client signatures; 06/04/2010; 1 Hour per Year; During Securities Trading Hours; Not Investment-Related. 3. Wild Rose Lane, Eau Claire, WI, 54701; Rental Property; Owner; 06/01/2022; 1 Hour per Month; Not during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
Reach out to this advisor