Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-17 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Maplewood, MN • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch | St Paul | MN | 06/1998 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Paul | MN | 06/1998 | 09/2023 |
| Bank Of America, N.A. | St. Paul | MN | 06/2011 | 09/2023 |
| International Assets Investment Management | Orlando | FL | 10/2023 | Present |
TURNING POINT 1500 GOLDEN VALLEY ROAD, MINNEAPOLIS, MN 55411 - CHEMICAL DEPENDENCY TREATMENT PROGRAM - BOARD MEMBER AT LARGE SINCE 9/2022 - APPROX 3 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-07 |
| S66 | Uniform Combined State Law Examination | 1998-10-19 |
Reach out to this advisor