Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-15 |
| ID | RA | APPROVED | 2021-11-30 |
| TX | RA | APPROVED | 2021-11-30 |
| WI | RA | APPROVED | 2021-11-30 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
Del City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daiwa Capital Markets America Inc. | Ny | NY | 04/2010 | 12/2017 |
| Unemployed | Horseshoe Bend | ID | 12/2017 | 03/2018 |
| Us Postal Service | Boise | ID | 03/2018 | 06/2018 |
| Wells Fargo Community Banking | Boise | ID | 07/2018 | 08/2018 |
| Unemployed | Horseshoe Bend | ID | 08/2018 | 09/2018 |
| Unemployed | Horseshoe Bend | ID | 06/2018 | 07/2018 |
| Kestra Financial, Inc. | Eagle | ID | 09/2018 | 11/2019 |
| Unemployed | Horseshoe Bend | ID | 11/2019 | 12/2019 |
| Kestra Financial, Inc. | Austin | TX | 12/2019 | 11/2021 |
| Baird | Milwaukee | WI | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-17 |
Reach out to this advisor