Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| WI | RA | APPROVED | 2025-04-25 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Mequon | WI | 08/2015 | 02/2020 |
| Massmutual Life Insurance Co. | Orlando | FL | 03/2023 | 05/2024 |
| Mml Investors Services | Orlando | FL | 03/2023 | 05/2024 |
| Robert W. Baird & Co | Milwaukee | WI | 02/2020 | 03/2022 |
| Unemployed | Menomonee Falls | WI | 03/2022 | 03/2023 |
| Safeguard Wealth Management | Orlando | FL | 06/2024 | 04/2025 |
| Merit Financial Advisors | Alpharetta | GA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
Reach out to this advisor