Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-11-01 |
Branch Locations
6255 University Ave Suite 101, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 02/2006 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2017 | 09/2018 |
| Ignite Planners Llc Dba Retirement Solutions | Middleton | WI | 11/2017 | Present |
| Sa Stone Wealth Management Inc. | Birmingham | AL | 09/2018 | 11/2023 |
| Retirement Solutions, Llc | Middleton | WI | 11/2023 | Present |
| Harbour Investments, Inc. | Madison | WI | 11/2023 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Retirement Solutions, LLC - DBA 3)Cobblestone Tax Service | 2307 Parmenter Street, Suite 100, Middleton, WI 53562 | Owner | Description: Tax and accounting services | Beginning 1/2006 | 30 hours per month, 20 hours during trading hours | Paid position | Not investment related 4)One Willow Assets, LLC | N2771 N Lake Point Drive, Lodi, WI 53555 | Owner | Description: Warehouse rentals | Beginning 2/2024 | 0 hours per month, 0 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-12 |
Reach out to this advisor