Best Investors
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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-10 |
Branch Locations
1050 Cedar Street, Baldwin, WI 54002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Stillwater | MN | 09/2004 | 10/2023 |
| Wells Fargo Advisors Llc | Stillwater | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Stillwater | MN | 11/2016 | 10/2023 |
| Westconsin Credit Union | Baldwin | WI | 10/2023 | Present |
| Lpl Financial Llc | Baldwin | WI | 10/2023 | Present |
1) 10/2023 - WESTconsin Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 10/2023 - Notary - Notary - Inv. related - Somerset, WI - Notary - Start Date 09/30/2023 - 1hr/month - 1% time spent 3) 12/15/2023 - Outpost Bar and Grill - Outside/W-2 Employment - Prep Cook - Not Investment Related - 1098 CTH C, New Richmond, WI 54017 - Start Date 11/27/2023 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-09 |
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