Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-28 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Waunakee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2018 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 01/2018 | 05/2022 |
| Cuna Mutual Group | Madison | WI | 12/2010 | 12/2017 |
| University Of Wisconsin - Madison | Madison | WI | 01/2017 | 05/2022 |
| Lpl Financial Llc | Clarksville | IA | 05/2022 | Present |
1) 08/26/2025 - BD's Ripps Bar - Bartending - Not Investment Related - Outside/W-2 Employment - Waunakee, WI - Start Date: 08/16/2025 - 40 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
Reach out to this advisor