Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-20 |
Branch Locations
3901 Westerre Pkwy Ste 300, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Wealth Management | Washington | DC | 03/2020 | 07/2021 |
| Deloitte And Touche Llp | Arlingotn | VA | 07/2018 | 09/2019 |
| Student | Harrisonburg | VA | 08/2017 | 07/2018 |
| Etrade Financial Corporation | Arlington | VA | 06/2017 | 08/2017 |
| Student | Harrisonburg | VA | 08/2016 | 06/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | Present |
| Northwestern Mutual Investment Services Llc | Richmond | VA | 08/2021 | Present |
| Deloitte Transaction And Business Analytics Llp | Arlington | VA | 09/2019 | 03/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2021 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. OWNER, ATD HOLDINGS, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 7/30/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, INVESTMENT RELATED. 3. OWNER, LW HOLDING COMPANY, LLC, LEGAL ENTITY, START DATE: 07/30/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
Reach out to this advisor