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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| WI | RA | APPROVED | 2018-04-24 |
Branch Locations
662 State St., Madison, WI 53703 • United States
44 E Mifflin St., Madison, WI 53703 • United States
1435 Monroe St, Madison, WI 53711 • United States
298 South Grand Ave Suite 110, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Credit Union | Madison | WI | 02/2015 | Present |
| Lpl Financial | Madison | WI | 09/2017 | Present |
1) 09/20/2022 - Wealth Management at UW Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
Reach out to this advisor