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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-04 |
| IL | RA | APPROVED | 2023-10-13 |
Branch Locations
4617 North Prospect Road, Peoria Heights, IL 61616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Peoria | IL | 05/2011 | 02/2019 |
| Pnc Bank | Peoria | IL | 03/2019 | 03/2023 |
| Robert W. Baird & Co. Incorporated | Peoria | IL | 07/2023 | Present |
| Unemployed | Peoria | IL | 04/2023 | 06/2023 |
Name/Address: The Children's Home Association of Illinois 2130 N Knoxville Ave Peoria IL 61603 Start Date: 2023 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related Name/Address: Greater Peoria Contractors and Suppliers Association (GPCSA) 1811 W. Altorfer Dr. Peoria IL 61615 Start Date: 8/1/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment related Name/Address: Tri-County River Valley Development Authority 456 Fulton St STE 401 Peoria IL 61602 Start Date: 11/15/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Non Investment Related Name/Address: Peoria Notre Dame High School 5105 N Sheridan Rd Peoria IL 61614 Start Date: 12/2/24 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-20 |
Reach out to this advisor