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 | 2021-03-24 |
Branch Locations
310 W Walnut St, Green Bay, WI 54303 • United States
2042 Lime Kiln Road, Green Bay, WI 54311 • United States
1964 Dickinson Road, Depere, WI 54115 • United States
2614 W Mason Street, Green Bay, WI 54303 • United States
Green Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starz Academy | Green Bay | WI | 01/2010 | 04/2018 |
| Bmo Harris Bank | Green Bay | WI | 02/2015 | 04/2018 |
| Bmo Harris Financial Advisors | Green Bay | WI | 04/2018 | Present |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - GREEN BAY, WI 2) 1/25/2022 - Preble High School - Not Investment Related - 2222 Deckner Ave Green Bay, WI 54302 - Outside/W-2 Employment - Start Date: 8/1/2022 - 8 Hours Per Month/0 Hours During Securities Trading - Preble High School Varsity WR Football Coach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
Reach out to this advisor