Best Investors
Account
Sign in
Best Investors
Account
Sign in
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED_RES | 2024-02-29 |
| MN | RA | APPROVED | 2021-07-28 |
Branch Locations
6160 Golden Hills Drive, Minneapolis, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milliman | Bloomington | MN | 05/2009 | 08/2017 |
| Mma Securities | Bloomington | MN | 09/2017 | 01/2020 |
| Francis Investment Counsel | Brookfield | WI | 01/2020 | 07/2021 |
| Mma Agency | Minneapolis | MN | 07/2021 | Present |
| Mma Securities Llc | Minneapolis | MN | 07/2021 | Present |
American Society of Pension Professionals and Actuaries (ASPP); Non-Investment related; Local chapter of ASPPA national organization; Treasurer; Start date 9.1.17; 130 minutes to 1 hour every month during securities trading hours; Write checks to reimburse people for speaking expenses or event expenses; In new role in 2024 will be attending national ASPPA calls and reporting back to our local chapter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-24 |
Reach out to this advisor