Best Investors
Account
Sign in
Best Investors
Account
Sign in
4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-19 |
| MN | RA | APPROVED | 2021-02-01 |
Branch Locations
4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Duluth | MN | 09/2014 | 02/2021 |
| Raymond James Financial Services Advisors Inc. | Duluth | MN | 09/2014 | 02/2021 |
| Ascential Wealth Advisors | Duluth | MN | 09/2014 | 04/2017 |
| Align Financial, Llc | Duluth | MN | 04/2017 | Present |
Limitless Adviser Coaching. Address: Hermantown, MN Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related: No Start Date: 11/07/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: I'm doing a small amount of consulting for other financial advisors. I will charge a small fee for my time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-06 |
Reach out to this advisor