Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Nokomis, FL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Oxnard | CA | 05/2009 | 01/2018 |
| Cs Planning Corp. | Portland | OR | 01/2018 | 04/2026 |
| Milestone Private Wealth Management, Llc | Ventura | CA | 01/2018 | 04/2026 |
| Advisory Solutions Group | Nokomis | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
Reach out to this advisor