Best Investors
Account
Sign in
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | North Aurora | IL | 01/2013 | 12/2016 |
| Pnc Bank, N.A. | North Aurora | IL | 01/2013 | 12/2016 |
| U.S. Bancorp Investments, Inc. | Waukesha | WI | 05/2017 | 01/2020 |
| U.S. Bank | Waukesha | WI | 05/2017 | 01/2020 |
| Pnc Bank, N.A. | Milwaukee | WI | 12/2016 | 05/2017 |
| Johnson Financial Group | Kenosha | WI | 01/2020 | 07/2023 |
| Lpl Financial | Kenosha | WI | 03/2021 | 07/2023 |
| Johnson Bank | Racine | WI | 07/2023 | Present |
| Johnson Wealth Inc | Racine | WI | 07/2023 | Present |
1) July 2023 - Johnson Bank; investment related affiliate; 555 Main Street, Racine, WI; wealth management, trust services, banking, loans; Vice President and Wealth Advisor; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth. 2) March 2021 - State of Wisconsin Notary- Inv. Related- Kenosha, WI- start date 1/1/2018- 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
Reach out to this advisor