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 | 2026-07-14 |
| WI | RA | APPROVED | 2026-02-10 |
Branch Locations
235 North Executive Dr Ste 200, Brookfield, WI 53005 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Brookfield | WI | 01/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 03/2020 | 02/2026 |
| Lpl Financial Llc | Brookfield | WI | 02/2026 | Present |
1. 01/2026 - Forward Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 140 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 02/03/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
Reach out to this advisor