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 | 2021-07-12 |
| WI | RA | APPROVED | 2013-10-23 |
Branch Locations
420 South Koeller Street, Oshkosh, WI 54902 • United States
1220 W. Northland Ave., Appleton, WI 54902 • United States
971 S. Green Bay Rd, Neenah, WI 54902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oshkosh | WI | 10/2012 | Present |
| Old National Bank (Formerly: Anchorbank) | Oshkosh | WI | 12/2006 | Present |
1. 02/09/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor, Wealth Advisor - Started 10/05/2023 - 8 Hours Per Month During Securities Trading. 2. 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
Reach out to this advisor