Best Investors
Account
Sign in
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-01-11 |
Branch Locations
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Company | Minnetonka | MN | 02/2000 | 07/2019 |
| Princor Financial Services Corporation | Minnetonka | MN | 02/2000 | 07/2019 |
| Lpl Financial, Llc | Minnetonka | MN | 02/2020 | 06/2022 |
| Unemployed | Minnetonka | MN | 07/2019 | 02/2020 |
| Visionpoint Advisory Group, Llc | Minnetonka | MN | 03/2020 | Present |
1. 2/27/2020 - JRH, LL2. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/2015 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 5% - Health and group health. 2. 3/27/2020 - Fuse Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/2020 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Fuse Partners, LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
Reach out to this advisor