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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-12 |
Branch Locations
500 West Jefferson St., Louisville, KY 40202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 05/2022 | 04/2023 |
| Indiana University Southeast | New Albany | IN | 01/2021 | 05/2022 |
| Faurecia | Columbus | IN | 08/2011 | 01/2021 |
| Cerity Partners | Louisville | KY | 04/2023 | 05/2023 |
| Morgan Stanley | Louisville | KY | 05/2023 | 10/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | 03/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | 03/2026 |
| Robert W. Baird & Co. Incorporated | Louisville | KY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-25 |
Reach out to this advisor