Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-23 |
Branch Locations
1905 East Wayzata Boulevard Suite 155, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Wayzata | MN | 04/2009 | Present |
| Plant Investment Services, Inc. | Wayzata | MN | 09/2009 | Present |
| Raymond James Financial Services Advisors, I Nc | Wayzata | MN | 04/2009 | Present |
| North Shore Capital Management, Llc | Wayzata | MN | 04/2009 | Present |
| Gps Capital Management | Wayzata | MN | 01/2017 | 01/2020 |
(1)Name of Business: Rotary Club of Maple Grove Foundation- President Address: 6900 Wedgewood Road N, Maple Grove, MN, 55311, United States Activity Type: Non profit Position/Title: Chair of the Board, Officer - President Related: Yes Start Date: 07/08/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be working with two other financial advisors, a CPA, and a Retired Banker (all members of Rotary Club of Maple Grove) to help guide the Rotary Club Foundation is search for 3rd party investment manager for long term planning. (2) PLANT INVESTMENT SERVICES, INC., WAYZATA, MN Advisor, 09/2009, Investment Related: No (3) NORTH SHORE CAPITAL MANAGEMENT, LLC, WAYZATA, MN Financial Advisor, 04/2009, Investment Related: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-02 |
Reach out to this advisor