Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-19 |
Branch Locations
25 Calhoun Street Suite 200, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 12/2016 | 06/2017 |
| Unemployed | Johns Creek | GA | 06/2016 | 12/2016 |
| Charles Schwab & Co., Inc. | Fort Collins | CO | 07/2017 | 09/2019 |
| Charles Schwab Bank | Fort Collins | CO | 08/2018 | 08/2019 |
| E*Trade Securities Llc | New York | NY | 09/2019 | 12/2022 |
| E*Trade Capital Management, Llc | New York | NY | 09/2019 | 12/2022 |
| Robert W. Baird & Co. Incorporated | Charleston | SC | 07/2023 | Present |
| Unemployed | New York | NY | 01/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-01 |
Reach out to this advisor