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 | 2025-02-18 |
Branch Locations
1103 Spring City Lane, Waukesha, WI 53186 • United States
2208 E. Moreland Blvd., Waukesha, WI 53186 • United States
2208 E. Moreland Blvd, Waukesha, WI 53186 • 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 |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 12/2015 | 08/2017 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 08/2017 | 08/2019 |
| Unemployed | Bennington | NE | 08/2019 | 01/2021 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 01/2021 | 11/2021 |
| Pacific Life Insurance | Omaha | NE | 01/2021 | 11/2021 |
| Principal Funds Distributor, Inc | Des Moines | IA | 11/2021 | 11/2022 |
| Spark Delivery Driver | Lake Geneva | WI | 11/2022 | 01/2023 |
| Principal Life Insurance Company | Elkhorn | WI | 01/2023 | 02/2025 |
| Principal Securities Inc | Elkhorn | WI | 03/2023 | 02/2025 |
| Principal Advised Services | Elkhorn | WI | 02/2024 | 02/2025 |
| Summit Credit Union | Waukesha | WI | 02/2025 | Present |
| Lpl Financial Llc | Waukesha | WI | 02/2025 | Present |
1- 01/2025 / Summit Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
Reach out to this advisor