Best Investors
Account
Sign in
20965 Crossroads Circle, Waukesha, WI 53186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Bell | Franklin | WI | 02/2015 | 01/2017 |
| Rogers Enterprises Inc. | Oak Creek | WI | 09/2017 | 12/2017 |
| Greenville Marketing Solutions | Greenville | SC | 01/2018 | 07/2018 |
| Papa Johns | Greenville | SC | 09/2018 | 12/2019 |
| Joseph Campione | Oak Creek | WI | 03/2020 | 12/2020 |
| Charles Schwab | Phoenix | AZ | 12/2021 | 05/2023 |
| Kingdom Financial Group | Peoria | AZ | 05/2023 | 06/2025 |
| Kingdom Financial Group | Peoria | AZ | 06/2025 | 12/2025 |
| Grand Canyon University | Phoenix | AZ | 12/2020 | 12/2021 |
| Unemployed | N/A | AZ | 12/2019 | 03/2020 |
| N/A | Franklin | WI | 01/2017 | 09/2017 |
| Fullerton Financial Planning | Peoria | AZ | 05/2023 | 12/2025 |
| N/A | Franklin | WI | 01/2019 | 03/2019 |
| N/A | Phoenix | AZ | 01/2021 | 12/2021 |
| Drake And Associates | Waukesha | WI | 01/2026 | Present |
| Drake & Associates, Llc | Waukesha | WI | 01/2026 | Present |
Name of other business: Insurance Agent Investment related: yes Address: 20965 Crossroads Circle Waukesha WI 53186 Nature of other business: fixed insurance product sales Position: agent Title: agent Start date: 3/2026 Hours/month: 5 Hours/month during securities trading hours: 5 Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
Reach out to this advisor