Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-26 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantitative Advantage, Llc | Minnetonka | MN | 02/2000 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
Name: Andalusia Country Club Educational Fund Address: 59195 Marbella, La Quinta, CA 92253 Investment Related Nature: Foundation/Charitable Institution Position/Title: Volunteer Start: 02/07/2026 Hours/Month: 3 Hours during Market Hours: 1 Duties: Our committee reviews our country club's funds managed thru Desert Scholarship Foundation to ensure donations are credited and to periodically review the performance of these invested funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-02 |
Reach out to this advisor