Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Waukesha | WI | 05/2026 | Present |
| U.S. Bancorp Advisors, Llc | Waukesha | WI | 05/2026 | Present |
| Fidelity Brokerage Services Llc | Brookfield | WI | 12/2013 | 12/2016 |
| Transamerica Retirement Solutions, Llc | Menomonee Falls | WI | 02/2017 | 06/2018 |
| Transamerica Investors Securities Corporation | Menomonee Falls | WI | 02/2017 | 06/2018 |
| Lincoln Financial Advisors | Menomonee Falls | WI | 06/2018 | 09/2020 |
| Jpmorgan Chase Bank (Wi) | Brookfield | WI | 12/2020 | 05/2026 |
| J.P. Morgan Securities Llc | Brookfield | WI | 12/2020 | 05/2026 |
| Lincoln Financial Group | Menomonee Falls | WI | 06/2018 | 09/2020 |
| Fidelity Investments | Brookfield | WI | 12/2013 | 12/2016 |
| Transamerica | Menomonee Falls | WI | 02/2017 | 06/2018 |
| Unemployed | Menomonee Falls | WI | 01/2017 | 01/2017 |
| Unemployed | Menomonee Falls | WI | 10/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-19 |
Reach out to this advisor