Best Investors
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Account
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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-16 |
Branch Locations
100 N. Corporate Drive Suite 100, Brookfield, WI 53045 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-16 |
Branch Locations
100 N. Corporate Drive Suite 100, Brookfield, WI 53045 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Omaha | NE | 04/2014 | 10/2019 |
| Unemployed | Omaha | NE | 01/2020 | 05/2020 |
| Axos Bank | Omaha | NE | 10/2019 | 01/2020 |
| Wells Fargo Advisor Llc | St Louis | MO | 04/2014 | 10/2019 |
| Axos Clearing | Omaha | NE | 10/2019 | 01/2020 |
| Brian Dix | Milwaukee | WI | 05/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2020 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2020 | 02/2022 |
| Scott Michael Mila | Waukesha | WI | 03/2022 | 06/2025 |
| Christopher Carl Fugman | Waukesha | WI | 03/2022 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Waukesha | WI | 04/2022 | 06/2025 |
| Usi Consulting Group | Glastonbury | CT | 08/2025 | Present |
| Usi Securities | Glastonbury | CT | 08/2025 | Present |
| Usi Advisors | Glastonbury | CT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-30 |
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