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 |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-21 |
| FL | RA | APPROVED | 2019-03-04 |
| TX | RA | APPROVED_RES | 2019-03-04 |
Branch Locations
2155 Point Blvd Suite 100, Elgin, IL 60123 • United States
West Dundee, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elgin | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elgin | IL | 11/2016 | 03/2019 |
| Robert W Baird & Co. | Elgin | IL | 03/2019 | Present |
50% OWNERSHIP - THE HAMPSHIRE SANDWICH INC DBA DAIRY QUEEN, 101 W. OAK KNOLL DRIVE, HAMPSHIRE, IL 60140. THE TYPE OF BUSINESS: FAST FOOD/ICE CREAM RESTAURANT. DUTIES: ENTER BOOKKEEPING DATA FOR ACCOUNTANT, SUBMIT PAYROLL FIGURES TO PAYROLL SERVICE. WORKS 10 HOURS A MONTH AND 0 DURING TRADING HOURS. Name/Address: Jorie Healthcare Partners 1000 Jorie Blvd Suite 370 Oak Brook IL 60523 Start Date: 4/21/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-17 |
Reach out to this advisor