Best Investors
Account
Sign in
Best Investors
Account
Sign in
3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-02-04 |
Branch Locations
3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Investment Advisors, Inc. | Roseville | MN | 09/2011 | Present |
| Lpl Financial Llc | Roseville | MN | 09/2011 | Present |
| Summit Investment Advisory Services, Inc. | Roseville | MN | 02/2015 | Present |
(1) 12/23/2013: Summit Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (2) 03/23/2015: Summit Investment Advisory Services, Inc. - DBA: (Hybrid) Summit Investment Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/19/2015 - 80 Hours Per Month/ 60 Hours During Securities Trading - IAR. (3) 11/01/2016: Summit Advisors, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 3065 Centre Pointe Drive, Suite 2, Roseville, MN 55113 - Start 11/01/2016 - 0 Hr/Mo - Owner of tax entity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-05 |
Reach out to this advisor