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 | 2025-05-01 |
Branch Locations
205 W Bridge St Ste 104 Ste 104, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 11/2021 | 05/2025 |
| Gi Associates | Wausau | WI | 09/2011 | 08/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 05/2024 | 05/2025 |
| Kelch & Associates, Llc | Wausau | WI | 11/2021 | Present |
| Lpl Financial Llc | Wausau | WI | 05/2025 | Present |
1. 05/2025- Kelch and Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/15/2022- 160 Hours Per Month- 90 During Trading 2. 05/2025- Kelch and Associates- Notary- INV Related- At Reported Business Location(s)- Start date 01/19/2022- 1 Hour Per Month 3. 08/18/2025 - Impulse - Outside/W-2 Employment - QuickBooks Bookkeeping - Not Investment Related - Start Date 09/01/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-18 |
Reach out to this advisor