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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-27 |
| FL | RA | APPROVED | 2024-03-26 |
Branch Locations
5259 South Temiami Trail, Siesta Key, FL 34231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Sarasota | FL | 09/2022 | Present |
| Icard Merrill Cullis Timm Furen & Ginsburg Pa | Sarasota | FL | 06/2001 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-23 |
Reach out to this advisor