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 | 2024-02-05 |
Branch Locations
10865 N Port Washington Rd, Mequon, WI 53092 • United States
6300 N Port Washington Rd, Glendale, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Club Country Club | Milwaukee | WI | 05/2015 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 04/2020 |
| Northwestern Mutual Investment Services Llc | Mequon | WI | 05/2019 | 04/2020 |
| Bigler Sports | Cedarburg | WI | 09/2019 | 03/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2019 | 04/2020 |
| Landmark Credit Union | New Berlin | WI | 05/2023 | Present |
| Umb Fund Services | Milwaukee | WI | 10/2020 | 04/2023 |
| University Of Wisconsin-Oshkosh | Oshkosh | WI | 08/2015 | 05/2019 |
| Lpl Financial Llc | New Berlin | WI | 05/2023 | Present |
1) 5/2023 - WAYPOINT BANK / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 10/14/2024 - Landmark Investment Center - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/08/2023 - 40 Hours per Month/ 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
Reach out to this advisor