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 | 2024-01-23 |
Branch Locations
601 Carlson Parkway, Suite 925, Minnetonka, MN 55305 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Plymouth | MN | 09/2015 | 04/2020 |
| Prudential | Plymouth | MN | 08/2015 | 06/2018 |
| Prudential | Plymouth | MN | 07/2018 | 03/2020 |
| Prudential | Plymouth | MN | 11/2018 | 04/2020 |
| Levy Restaurants | St Paul | MN | 08/2014 | 11/2023 |
| Unemployed | St Louis Park | MN | 04/2020 | 11/2020 |
| Brady Lindemann | Minnetonka | MN | 11/2020 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Minnetonka | MN | 10/2023 | 11/2023 |
| Brady Lindemann | Minnetonka | MN | 01/2021 | 05/2023 |
| Lpl Financial Llc | Hopkins | MN | 11/2023 | Present |
| Unemployed | St Louis Park | MN | 06/2023 | 09/2023 |
1)11/17/2023 - Endeavr Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 2)11/17/2023 - Levy Restaurants - Bartender - Non-Inv Rel - St. Paul, MN - Start: 08/2014 - 20 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-10 |
| S66 | Uniform Combined State Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-20 |
Reach out to this advisor