Best Investors
Account
Sign in
Best Investors
Account
Sign in
2101 N Casaloma Dr, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avaii Wealth Management, Llc | Appleton | WI | 12/2021 | Present |
| Compassion International | Colorado Springs | CO | 10/2006 | 08/2021 |
| Studying | Appleton | WI | 09/2021 | 11/2021 |
| Array Energy | Seymour | WI | 10/2022 | Present |
1. Sales Representative; Array Energy; W746 County Rd VV, Seymour, WI 54165; Since 10/2022; Non-investment related; Approximately 20-40 hours spent per month 2. Insurance Agent; Independent; same as business address; Since 06/2024; Non-investment related; Approximately 5 hours spent per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
Reach out to this advisor