Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED | 2014-10-06 |
| WI | RA | APPROVED | 2014-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 01/2014 | Present |
| Bank Of America, N.A. | Madison | WI | 01/2016 | Present |
I*72672For profit or not for profit: For-Profit OrganizationName of outside business organization: JW LLCInvestment related: NAddress of business:Madison, Wisconsin 53704Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 5/29/2014Number of hours devoted: 40 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: its is a 3 unit house where I will be renting out 2 of the units that i don't live in I*4762276, Entity Type: , Name of OBA: G R Inheritors Trust, Address: Madison, Wisconsin, 53704, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/25/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
Reach out to this advisor