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 | 2018-05-21 |
| TX | RA | APPROVED_RES | 2018-05-20 |
| MI | RA | APPROVED | 2018-05-18 |
Branch Locations
2950 S State St Suite 401, Ann Arbor, MI 48104 • United States
Ann Arbor, MI • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ann Arbor | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ann Arbor | MI | 11/2016 | 05/2018 |
| Robert W. Baird | Ann Arbor | MI | 05/2018 | Present |
Name: Food Gatherers; Yes-investment-related; Address: 1 Carrot Way, Ann Arbor, MI 48105; Nature: Charitable; Role: Member of the Finance Committee; Start Date: 2008; Appx hrs: 2 hours a month; Hrs during trading: None; Duties: Monthly budget meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-17 |
Reach out to this advisor