Best Investors
Account
Sign in
Best Investors
Account
Sign in
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-06-24 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
6475 Sycamore Court N, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Albertville | MN | 06/2015 | Present |
| Great Valley Advisor Group, Inc | Albertville | MN | 06/2015 | Present |
(1) 05/12/2015: F & L WEALTH MANAGEMENT - INV REL - 13355 GEORGE WEBER DR, ROGERS, MN 55301 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2009 - 160 HR/MO ALL DURING SECS TRDG HRS (100% OF TIME SPENT) (2) 07/16/2015: GREAT VALLEY ADVISOR GROUP, INC. - INV REL - 2728 COUNTY RD D E WHITE BEAR LAKE MN 55110 - REGISTERED INVESTMENT ADVISOR HYBRID - START 05/06/2015 - 100% OF TIME SPENT (3) 12/16/2016: Legal Shield - Not Investment Related - Minneapolis, MN - Other-Selling Legal Shield Identity Theft and Le - Start 01/01/2017 - 2 Hours Per Month/1 Hour During Securities Trading. (4) 07/30/2025 - Endeavr Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date - 08/01/2025 - 160 Hours Per Month/ 160 Hours During Securities Trading. (5) 08/22/2025- STMA Youth Hockey Association- Other - Paid Coach- Not INV Related- At Albertville, MN- Start date 10/15/2025- 30 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
Reach out to this advisor