Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-02-11 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 05/2014 | 09/2016 |
| Pricewaterhousecoopers, Llp | Milwaukee | WI | 09/2016 | 01/2018 |
| Robert W. Baird | Milwaukee | WI | 01/2018 | Present |
Name: Raymond School Foundation; Not investment-related; Address: 2659 76th Street, Franksville, WI 53126; Nature: Non-profit; Role: Board Member; Start Date: 4/1/17; Appx hrs: 3 hours/month; Hrs during trading: 1 hour/month; Duties: My responsibilities are to serve as the Chief Financial Officer for the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
Reach out to this advisor