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_RES | 2026-05-15 |
| WI | RA | APPROVED | 2024-10-03 |
Branch Locations
100 W Lawrence St, Ste 310, Appleton, WI 54911 • United States
1028 S Taylor Dr, Sheboygan, WI 53081 • United States
603 Fremont St, Kiel, WI 53042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Sheboygan | WI | 07/2018 | 10/2024 |
| Mml Investors Services, Llc | Sheboygan | WI | 02/2019 | 10/2024 |
| Contemporary Energy Solutions | Manitowoc | WI | 07/2017 | 07/2018 |
| Eletronic Restoration Services | Green Bay | WI | 01/2015 | 07/2017 |
| Lpl Financial Llc | Sheboygan | WI | 10/2024 | Present |
1- 10/03/2024/ OnPoint Financial Group, LLC / Non-Variable Insurance / Investment Related / Sheboygan WI / Start date: 01/01/2024 / 5 hrs mth / 5 hrs during trading 2- 10/03/2024 / On Point Financial Group. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date:02/01/2024 / / 160 hrs mth / 40 hrs during trading. 3-10/03/2024 / Notary / Notary / Investment Related / Sheboygan WI / Start date: 10/25/2022 / 0.25 Hrs/Mth - 0.25 Hrs During Trading. 4) 10/21/2025 - OnPoint Accounting Group, LLC - Investment Related - Tax Prep/Accounting/CPA - Start Date:01/01/2026 - 20 Hrs/Mth - 20 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
Reach out to this advisor