Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-24 |
| TX | RA | APPROVED | 2021-07-26 |
| MI | RA | APPROVED | 2020-10-28 |
Branch Locations
3320 Ridgecrest Drive Ste 100, Midland, MI 48642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Midland | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Midland | MI | 11/2016 | 03/2019 |
| Baird | Midland | MI | 03/2019 | Present |
Name/Address: Village of Merrill 148 W Saginaw St Merrill MI 48637 Start Date: 1/1/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Merrill Village President Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
Reach out to this advisor