Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-05 |
| WI | RA | APPROVED | 2010-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 04/2010 | Present |
| Bank Of America,Na | Wayne | NJ | 09/2010 | Present |
I*570235For profit or not for profit: Entity CharitableName of outside business organization: PJ HEDEEN & CHILDREN FNDN INCInvestment related: NAddress of business: Sturgeon Bay, Wisconsin, 54235Nature of business: ["Private Foundation"]Position, title, association: ["Treasurer"], Start date of relationship: 4/30/2010Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Private foundation that meets its purpose via annual donations to local non-profits. I*137274For profit or not for profit: For-Profit OrganizationName of outside business organization: Quadro LLCInvestment related: YAddress of business:Green Bay, Wisconsin 54311Nature of business: LLCPosition, title, association: Limited Partner, Start date of relationship: 3/1/2010Number of hours devoted: 6 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Owns rental real estate I*47943FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PJ HEDEEN & CHILDREN FOUNDATION INCINVESTMENT RELATED: NADDRESS OF BUSINESS:STURGEON BAY, WISCONSIN 54235NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 12/1/1995NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MEMBER OF OUR FAMILY FOUNDATION, ASSISTING IN DONATION DECISIONS AND ACTING AS TREASURER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-13 |
Reach out to this advisor