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 | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2015 | 05/2025 |
| Community First Credit Union | Appleton | WI | 04/2015 | Present |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1- 05/15/2025 - Community First Financial Advisors - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/28/2025 - 160 hours per month/ during trading 2- 05/15/2025 - RNB7 LLC - Real Estate Rental - Investment Related - Kaukauna and Reedsville, WI - Start Date 03/06/2017 - 0 hours per month/ during trading. 3) 10/20/2025 - Thedacare - Not Investment Related - Outside/W-2 Employment - Start Date:10/13/2025 - 17 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-24 |
Reach out to this advisor