Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-28 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
7601 University Ave Ste 201, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krueger Hernandez & Thompson Sc | Middleton | WI | 03/2021 | Present |
| Your Family Law Center, S.C. | Madison | WI | 09/2019 | 10/2020 |
| Winner Wixson & Pernitz | Madison | WI | 03/2018 | 05/2019 |
| Hupy & Abraham Sc | Madison | WI | 09/2016 | 03/2018 |
| Student/Unemployed | Madison | WI | 01/2015 | 09/2016 |
| Unemployed | Madison | WI | 05/2019 | 09/2019 |
| Unemployed | Madison | WI | 10/2020 | 03/2021 |
| Integrity Advisory Solutions | Middleton | WI | 07/2025 | Present |
1. AMASIAN Corporation; not investment-related; 2434 County Road MM, Fitchburg, Wisconsin 53575; Nonprofit volunteer board member; Secretary of board members; 06/01/2024; 5 hours per month; 0 hours during securities trading hours; Maintains meeting minutes, records of memberships, and assists in meeting coordination 2. American Academy Wealth; investment-related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; DBA for advisory business; Investment Advisor Representative; 07/02/2025; 173 hours per month; 173 hours during securities trading hours; associate of Investment Advisor Representative 3. KHT Wealth Management, LLC; investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; DBA for securities business; Investment Advisor Representative; 07/02/2025; 173 hours per month; 173 hours during trading hours; Asset management & IAR responsibilities 4. Krueger Hernandez & Thompson SC; not investment-related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; Legal services; Attorney; 03/08/2021; 173 hours per month; 173 hours during trading hours; Advises clients on legal matters, estate planning, conducts legal research and consultations for new business 5. EXTENDED HANDS PANTRY, INC. POSITION: Board Member NATURE: Food pantry INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2025 ADDRESS: 5603 CALICO DR, Madison WI 53718, United States DESCRIPTION: Attend board meetings, committee meetings and other special meetings; completed assigned tasks; provide some level of financial support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
Reach out to this advisor