Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2023-11-14 |
| MN | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Saint Louis Park | MN | 10/2010 | 03/2019 |
| Foundations Retirement Consulting | Saint Louis Park | MN | 05/2015 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 12/2018 | 09/2021 |
| Triad Advisors | Norcross | GA | 12/2018 | 09/2021 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 09/2021 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 03/2023 | Present |
| Bank Of America, N.A. | Stillwater | MN | 05/2023 | Present |
1)Resources Investment Advisors;investment related;Overland Park,KS;RIA;investment advisor;2/1/2019;80 hrs/month;4 hrs during trading;providing investment advice to clients 2)Channel Financial;investment related;7500 Olson Memorial Highway,Suite 225,Golden Valley,MN 55427;RIA;investment advisor;3/2019;80 hrs/month;4 hrs during trading;providing investment advice to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-08 |
Reach out to this advisor