Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-30 |
| WI | RA | APPROVED | 2007-04-24 |
| IL | RA | APPROVED | 1999-08-10 |
Branch Locations
8020 Excelsior Drive Suite 400, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Madison | WI | 07/2013 | Present |
1)ST MARY'S HOSPITAL / 700 SOUTH PARK STREET MADISON, WI 53715 / OTHER / HEALTH CARE & PHARMACEUTICALS / HOSPITAL / MEMBER OF BOARD OF DIRECTORS / I SIT ON THE BOARD AND SERVE ON THE FINANCE COMMITTEE / START DATE 01/02/2012 12/31/2015 / BOARD MEETINGS. 2)SPIKEBEAR, LLC / 4273 BLACKSTONE COURT MIDDLETON,WI 53562 / OTHER/ REAL ESTATE / PROPERTY MANAGEMENT / PARTNER / / WILL MANAGE REAL ESTATE PROPERTIES / START DATE 04/25/2013 / 3)OVERTURE CENTER FOUNDATION / 201 STATE STREET MADISON,WI 53703 / FOUNDATION/ OVERSEE OPERATIONS AND PROVIDE GOVERNANCE PERTAINING TO THE FOUNDATION / MEMBER OF BOARD OF DIRECTORS /MONTHLY MEETINGS TO DISCUSS OPERATIONS OF FOUNDATION / START DATE 10/13/2014 4)Overture Center for the Arts 301 State Street / United States/ No / Other / Start Date 5/13/2019/ No / No 5) Madison Community Foundation United States/111 N. Fairchild Street, Suite 260 / Madison/ WI /53703/ Charity / it is a community foundation/ board and finance/investment committee co chair/ Member of Board of directors / Start Date 2/16/2022 6) A & A.B., Conodo time share - will rent out occassionally, Proprietor / owner, Coordinate renting with the realtor, start date-11/6/2019, ASpen CO United States-81611.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-08 |
Reach out to this advisor