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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
5950 Seminole Centre Ct Ste 160, Fitchburg, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Madison | WI | 06/2002 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Madison | WI | 09/2002 | 07/2021 |
| Prall Financial Solutions | Madison | WI | 01/2008 | 07/2021 |
| Great Dane Brewery | Madison | WI | 08/2012 | 04/2021 |
| Lpl Financial Llc | Fitchburg | WI | 07/2021 | Present |
09/2002 - PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES; MADISON, WI; INSURANCE SALES; INSURANCE AGENT. 01/2008-PRESENT; PRALL FINANCIAL SOLUTIONS; MADISON, WI; TAX PREPARATION; INVEST-RELATED:NO; TAX PREPARER; 40 HRS/MO; 0 SEC TRADING HRS DAILY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-09 |
Reach out to this advisor