Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Advisors | Boston | MA | 08/2021 | 02/2023 |
| Baystate Financial | Boston | MA | 06/2019 | 08/2021 |
| John Hancock | Boston | MA | 09/2015 | 05/2019 |
| John Hancock Distributors Llc | Boston | MA | 09/2015 | 05/2019 |
| Mml Investors Llc | Boston | MA | 06/2019 | 08/2021 |
| Mass Mutual Life Insurance Company | Boston | MA | 06/2019 | 08/2021 |
| Charles Brown And Associates | Boston | MA | 06/2019 | 08/2021 |
| Mid Atlantic Capital Corporation | Boston | MA | 08/2021 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Boston | MA | 02/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2023 | 09/2025 |
| Brian Wilcox | Watertown | NY | 10/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-13 |
Reach out to this advisor