Best Investors
Account
Sign in
Best Investors
Account
Sign in
20965 Crossroads Circle, Waukesha, WI 53186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2011 | 09/2023 |
| Htlf/Umb Bank | Milwaukee | WI | 11/2023 | 04/2026 |
| Drake And Associates/Loft | Waukesha | WI | 04/2026 | Present |
| Drake & Associates, Llc | Waukesha | WI | 04/2026 | Present |
| Charles Schwab Bank, Ssb | New Berlin | WI | 01/2015 | 05/2024 |
| Lpl Financial | Milwaukee | WI | 05/2024 | 08/2025 |
| Wisconsin Bank & Trust | Milwaukee | WI | 11/2023 | 04/2026 |
Joshua Todd Hines is independently licensed to sell insurance and annuity products through various insurance companies. When acting in this capacity, Joshua Todd Hines will receive commissions for selling insurance and annuity products. Joshua Todd Hines may also receive other incentive awards for the recommendation/sale of annuities and other insurance products. The receipt of compensation and other incentive benefits may affect the judgment of Joshua Todd Hines when recommending products to its clients. While Joshua Todd Hines endeavors at all times to put his clients' interests first as a part of Drake and Associates, LLC’s overall fiduciary duty to clients, clients should be aware that the receipt of commissions and additional compensation itself creates a conflict of interest and may affect Joshua Todd Hines’s decision-making process when making recommendations. Clients are never obligated or required to purchase insurance products from or through Joshua Todd Hines and may choose any independent insurance agent and insurance company to purchase insurance products. Regardless of the selected insurance agent, the insurance agent or agency will receive normal commissions from the sale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-21 |
Reach out to this advisor