Best Investors
Account
Sign in
Best Investors
Account
Sign in
1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-17 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access The U.S. Llc | Lacey | WA | 01/2012 | 12/2019 |
| Access The U.S. Oil & Gas | Lacey | WA | 05/2014 | 11/2023 |
| Primary Asset Management, Llc | Lacey | WA | 03/2016 | 12/2019 |
| Primary Capital, Llc | Lacey | WA | 05/2017 | 12/2019 |
| Sovereign Global Advisors | Kings Park | NY | 01/2020 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olympia | WA | 01/2024 | 03/2026 |
| Madison Partners | Lacey | WA | 03/2026 | Present |
GI GROUP HOLDING ENTITY FOR REAL ESTATE PASSIVE MEMBER SINCE 2018 Independent Insurance Agent While Yu Li is a licensed insurance agent with various insurance companies, Madison Partners prohibits Yu Li from selling insurance to and generating commissions from Madison Partners' clients according to firm policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
Reach out to this advisor