Best Investors
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-27 |
Branch Locations
4311 N Lightning Drive Suite 2, Appleton, WI 54913 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw-Green Bay | Green Bay | WI | 09/2014 | 05/2019 |
| Krueger International | Green Bay | WI | 02/2018 | 05/2018 |
| Marine Credit Union | Suamico | WI | 05/2018 | 06/2019 |
| Associated Trust Company | Green Bay | WI | 06/2019 | 05/2024 |
| Osaic Advisory Services | Atlanta | GA | 06/2024 | Present |
| Osaic Wealth | Scottsdale | AZ | 08/2024 | Present |
1)Investment Designers;investment related;4311 N Lightning Drive,Suite 2,Appleton,WI 54913;s corp,dba for advisory & financial planning;financial planner;6/2024;150 hrs/month;100 hrs during trading;employee financial planner, client meetings,FP work,investment trading in managed accounts,managing book of business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
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