Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-26 |
| TX | RA | APPROVED | 2019-07-22 |
| OH | RA | APPROVED | 2019-05-09 |
| WI | RA | APPROVED | 2019-05-09 |
Branch Locations
200 Public Square Ste 1650, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plum Brook Country Club | Sandusky | OH | 09/2013 | 08/2017 |
| Ruffalo Noel Levitz | Oxford | OH | 02/2017 | 05/2018 |
| Robert W. Baird | Cleveland | OH | 12/2017 | 01/2018 |
| Charles Schwab | Lone Tree | CO | 06/2018 | 08/2018 |
| Baird | Cleveland | OH | 02/2019 | Present |
| Miami University | Oxford | OH | 08/2015 | 12/2018 |
Name/Address: North Coast Young Professionals Sandusky OH 44870 Start Date: 2/1/22 Hours Spent: 10-12 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Access to funds Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
Reach out to this advisor