Best Investors
Account
Sign in
Best Investors
Account
Sign in
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-08 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
2665 S Moorland Rd Suite 212, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 07/2026 | Present |
| Carlisle Architectural Metals | Waukeshea | WI | 06/2025 | 08/2025 |
| Du Charme Wealth Management | New Berlin | WI | 05/2024 | 08/2024 |
| Camo Crew Junk Removal | Butler | WI | 05/2023 | 01/2024 |
| Kwik Trip | Waukesha | WI | 05/2022 | 04/2023 |
| Bill's Power Center | Brookfield | WI | 12/2019 | 03/2022 |
| Brookfield East High School | Brookfield | WI | 08/2018 | 06/2022 |
| Pilgrim Park Middle School | Elm Grove | WI | 08/2015 | 06/2018 |
| University Of Wisconsin Whitewater | Whitewater | WI | 08/2022 | 05/2026 |
| Heller Financial Solutions | Brookfield | WI | 06/2026 | Present |
Heller Financial Solution, a paraplanner proprietorship. On 6/1/2026 I started doing consulting as a paraplanner. I dedicate approximately 140 hours per month to this consulting with 70 hours per month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
Reach out to this advisor