Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-19 |
| WI | RA | APPROVED | 2017-12-19 |
Branch Locations
525 Main Street Suite 410, Delafield, WI 53018 • United States
Elm Grove, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Delafield | WI | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Delafield | WI | 11/2016 | 12/2017 |
| Rbc Capital Markets, Llc. | Brookfield | WI | 12/2017 | Present |
Board member for the Waukesha County Community Dental Clinic. 210 NW Barstow Street, Suite 305, Waukesha, WI 53188. 501(c)3 non profit. non paid board position at large helping to fundraise, network and push the mission of providing neccessary dental care to those in need throughout Waukesha County. 3 horus per month- outside of business hours devoted to the board position. NAME OF ENTITY: Community Smiles Dental (formerly WCCDC) ADDRESS: INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non Profit providing Dental services CAPACITY: Board of Directors * START DATE: 11/01/22 DUTIES: Fundraising, bringing new and recruiting board members and volunteers. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-05 |
Reach out to this advisor