Best Investors
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Account
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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-31 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
110 Enterprise Dr Ste 101, Verona, WI 53593 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-31 |
Branch Locations
110 Enterprise Drive Ste 101, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washingotn | PA | 12/2023 | Present |
| Madison Metropolitan School District | Madison | WI | 01/1990 | 06/2022 |
| Crazy Lenny's Ebikes | Madison | WI | 04/2017 | 09/2023 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | Present |
| Capital Analysts | Fort Washington | PA | 01/2024 | Present |
HIDDEN OAKS HOME OWNERS ASSOCIATION POSITION: Secretary on Board NATURE: Set and review policies that relate to neighborhood covenents INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2024 ADDRESS: 1200 John Q Hammons Dr, #500, Madison WI 53717, United States DESCRIPTION: Secretary keeps meeting notes and notifies members of meeting dates. ASTRAIOS FINANCIAL POSITION: Salaried Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2024 ADDRESS: 110 Enterprise Drive, Suite 101, Verona WI 53593, United States DESCRIPTION: Selling and servicing securities and insurance products through Lincoln.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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