Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-04 |
| FL | RA | APPROVED | 2022-01-21 |
| IN | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donaldson Capital Management | Evansville | IN | 09/2010 | 03/2018 |
| Unemployed | Newburgh | IN | 03/2018 | 07/2018 |
| J.J.B. Hilliard W.L. Lyons, Llc | Evansville | IN | 07/2018 | 12/2018 |
| J.J.B. Hilliard W.L. Lyons | Evansville | IN | 12/2018 | Present |
| Robert W. Baird & Co. Incorporated | Evansville | IN | 10/2019 | Present |
COMMUNITY FOUNDATION ALLIANCE, BOARD ADVISOR, GRANTS COMMITTEE MEMBER, INVESTMENT COMMITTEE MEMBER, START DATE 07/01/2017, 5000 E VIRGINIA STREET, STE 4, EVANSVILLE, IN 47715, 2 HRS/MO, 0 HRS/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
Reach out to this advisor