Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 04/2014 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2014 | Present |
| Clear Channel Communications | Madison | WI | 05/2012 | Present |
| Oregon High School | Oregon | WI | 10/2016 | 09/2021 |
| Edgewood High School | Madison | WI | 07/2019 | Present |
| Lpl Financial Llc | Madison | WI | 05/2022 | Present |
1.05/18/2022-CUNA Mutual Executive Benefits-Investment Related-5910 Mineral Point Road, Madison WI 53705-Non-Variable Insurance-Start Date: 04/072014-Time Spent: 30%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-27 |
Reach out to this advisor