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 | 2026-02-03 |
Branch Locations
235 North Executive Dr Ste 200, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Brookfield | WI | 07/2022 | 02/2026 |
| Bright Rising Arts And Education | Waukesha | WI | 06/2016 | 05/2018 |
| Kroger | Waukesha | WI | 04/2018 | 09/2022 |
| Whitnall Park Lutheran Church | Hales Corners | WI | 06/2019 | 07/2022 |
| Home Schooled | Waukesha | WI | 06/2012 | 06/2017 |
| Lpl Financial Llc | Brookfield | WI | 02/2026 | Present |
1. 01/2026 - Whitnall Park Lutheran Church - Outside/W-2 Employment - Investment Related - 12 Hrs/Mth - 0 Hrs During Trading - Hales Corners, WI - Start Date 06/30/2019 2. 02/2026 - Forward Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - Start Date 02/03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
Reach out to this advisor