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 | 2026-07-27 |
Branch Locations
W188N9820 Appleton Ave, Germantown, WI 53022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 06/2016 | 06/2021 |
| E2 Retirement Consulting | Menomonee Falls | WI | 06/2021 | 07/2022 |
| Harbour Investments, Inc | Madison | WI | 06/2021 | 07/2022 |
| Western Southern Life | Milwaukee | WI | 07/2022 | 11/2023 |
| W&S Brokerage | Cincinnati | OH | 07/2022 | 11/2023 |
| Lpl Financial | Germantown | WI | 11/2023 | 05/2025 |
| Waterstone Bank | Germantown | WI | 11/2023 | 05/2025 |
| Associated Investment Services, Inc. | Green Bay | WI | 05/2025 | 07/2026 |
| Lpl Financial, Llc | Germantown | WI | 07/2026 | Present |
| Waterstone Bank | Germantown | WI | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name WaterStone Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 2. 07/2026 - Brewers2October Twitch Streaming Channel - Radio/ TV/ Podcast - Not Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – West Bend WI 53090 – OBA Start Date: 01/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
Reach out to this advisor