Best Investors
Account
Sign in
111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-04 |
| IA | RA | APPROVED | 2025-09-17 |
| MI | RA | APPROVED | 2025-09-17 |
| NY | RA | APPROVED | 2025-09-17 |
| AZ | RA | APPROVED | 2025-03-27 |
| FL | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-27 |
| LA | RA | APPROVED | 2025-03-21 |
| OH | RA | APPROVED | 2025-03-10 |
| IL | RA | APPROVED | 2025-01-30 |
| WI | RA | APPROVED | 2022-09-30 |
Branch Locations
111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee | WI | 05/2022 | Present |
| University Of Wisconsin | Madison | WI | 08/2018 | 05/2022 |
| Lake Country Lutheran High School | Hartland | WI | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
Reach out to this advisor